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HAVGX vs VTSAX
HAVGX vs VTSAX Comparison
Open Charts HAVGX vs VTSAX
Haverford Quality Growth Stock
Price$25.24
Change-$0.24 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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HAVGX vs VTSAX Comparison Chart
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HAVGX vs. VTSAX commentary
Sep 08, 2024
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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HAVGX (307M). VTSAX pays higher dividends than HAVGX: VTSAX (1.35) vs HAVGX (1.10). HAVGX was incepted earlier than VTSAX: HAVGX (20 years) vs VTSAX (24 years). HAVGX is a more actively managed with annual turnover of: 13.00 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 : 22.24 vs. HAVGX (13.77). VTSAX return over 5 years is better than : 79.35 vs. HAVGX (47.40).
| HAVGX | VTSAX | HAVGX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 12.342 | 14.262 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.72T | 0% |
| Annual Yield % from dividends | 1.10 | 1.35 | 81% |
| Returns for 1 year | 13.77 | 22.24 | 62% |
| Returns for 3 years | 0.96 | 15.98 | 6% |
| Returns for 5 years | 47.40 | 79.35 | 60% |
| Returns for 10 years | 96.68 | 173.57 | 56% |
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