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HAVGX vs VTSAX
HAVGX vs VTSAX Comparison
Open Charts HAVGX vs VTSAX
Haverford Quality Growth Stock
Price$23.83
Change-$0.48 (-1.97%)
VolumeN/A
Net Assets298.79M
Vanguard Total Stock Mkt Idx Adm
Price$134.15
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
HAVGX vs VTSAX Comparison Chart
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HAVGX vs. VTSAX commentary
Mar 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HAVGX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. HAVGX (299M). VTSAX pays higher dividends than HAVGX: VTSAX (1.25) vs HAVGX (0.85). HAVGX was incepted earlier than VTSAX: HAVGX (21 years) vs VTSAX (24 years). HAVGX (0.81) is less costly to investors than VTSAX (0.04). HAVGX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). HAVGX has a lower initial minimum investment than VTSAX: HAVGX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. HAVGX (4.32). VTSAX return over 5 years is better than : 106.16 vs. HAVGX (55.19).
| HAVGX | VTSAX | HAVGX / VTSAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 0.247 | -2.170 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.81T | 0% |
| Annual Yield % from dividends | 0.85 | 1.25 | 68% |
| Returns for 1 year | 4.32 | 11.52 | 37% |
| Returns for 3 years | 8.30 | 34.14 | 24% |
| Returns for 5 years | 55.19 | 106.16 | 52% |
| Returns for 10 years | 87.44 | 175.65 | 50% |
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