HAVGX
Price
$26.20
Change
-$0.10 (-0.38%)
Updated
Sep 5 closing price
Net Assets
313.07M
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
Interact to see
Advertisement

HAVGX vs VTSMX

Header iconHAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMXBanner chart's image
Haverford Quality Growth Stock
Price$26.20
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets313.07M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
HAVGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HAVGX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. HAVGX (313M). VTSMX pays higher dividends than HAVGX: VTSMX (1.07) vs HAVGX (0.71). HAVGX was incepted earlier than VTSMX: HAVGX (21 years) vs VTSMX (33 years). HAVGX (0.81) is less costly to investors than VTSMX (0.14). HAVGX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). HAVGX has a lower initial minimum investment than VTSMX: HAVGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. HAVGX (3.65). VTSMX return over 5 years is better than : 84.94 vs. HAVGX (37.17).
HAVGXVTSMXHAVGX / VTSMX
Total Expense Ratio0.810.14579%
Annual Report Gross Expense Ratio0.810.14579%
Fund Existence21 years33 years-
Gain YTD8.43110.33082%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets313M1.95T0%
Annual Yield % from dividends0.711.0767%
Returns for 1 year3.6518.0320%
Returns for 3 years21.7163.6334%
Returns for 5 years37.1784.9444%
Returns for 10 years118.62224.1553%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RREAX29.420.29
+1.00%
Russell Inv Global Real Estate Secs A
FSPSX58.820.28
+0.48%
Fidelity International Index
RPRCX8.630.03
+0.35%
Royce Premier Consult
BLUEX40.560.02
+0.05%
AMG Veritas Global Real Return I
GSPKX18.23-0.04
-0.22%
Goldman Sachs US Eq Div and Prem Instl