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HAVGX vs VTSAX
HAVGX vs VTSAX Comparison
Open Charts HAVGX vs VTSAX
Haverford Quality Growth Stock
Price$23.77
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets289.52M
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
HAVGX vs VTSAX Comparison Chart
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HAVGX vs. VTSAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HAVGX (290M). VTSAX pays higher dividends than HAVGX: VTSAX (1.36) vs HAVGX (0.84). HAVGX was incepted earlier than VTSAX: HAVGX (21 years) vs VTSAX (25 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 : 9.51 vs. HAVGX (-0.40). VTSAX return over 5 years is better than : 92.93 vs. HAVGX (41.37).
| 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 | 25 years | - |
| Gain YTD | -1.346 | -0.976 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 1.72T | 0% |
| Annual Yield % from dividends | 0.84 | 1.36 | 62% |
| Returns for 1 year | -0.40 | 9.51 | -4% |
| Returns for 3 years | 10.89 | 44.77 | 24% |
| Returns for 5 years | 41.37 | 92.93 | 45% |
| Returns for 10 years | 79.86 | 170.38 | 47% |
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