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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$23.77
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets289.52M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
HAVGX vs VTSMX Comparison Chart
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HAVGX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HAVGX (290M). VTSMX pays higher dividends than HAVGX: VTSMX (1.26) vs HAVGX (0.84). 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 : 9.50 vs. HAVGX (-0.40). VTSMX return over 5 years is better than : 92.91 vs. HAVGX (41.37).
| HAVGX | VTSMX | HAVGX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | -1.346 | -0.985 | 137% |
| 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 | 1.26 | 67% |
| Returns for 1 year | -0.40 | 9.50 | -4% |
| Returns for 3 years | 10.89 | 44.74 | 24% |
| Returns for 5 years | 41.37 | 92.91 | 45% |
| Returns for 10 years | 79.86 | 169.81 | 47% |
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