HAVGX
Price
$25.59
Change
+$0.26 (+1.03%)
Updated
Jul 3 closing price
Net Assets
308.52M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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HAVGX vs VTSMX

Header iconHAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMXBanner chart's image
Haverford Quality Growth Stock
Price$25.59
Change+$0.26 (+1.03%)
VolumeN/A
Net Assets308.52M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HAVGX vs VTSMX Comparison Chart in %
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HAVGX vs. VTSMX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HAVGX (309M). VTSMX pays higher dividends than HAVGX: VTSMX (1.12) vs HAVGX (0.74). 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 : 13.89 vs. HAVGX (5.46). VTSMX return over 5 years is better than : 95.59 vs. HAVGX (45.39).
HAVGXVTSMXHAVGX / VTSMX
Total Expense Ratio0.810.14579%
Annual Report Gross Expense Ratio0.810.14579%
Fund Existence21 years33 years-
Gain YTD5.9066.42192%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets309M1.82T0%
Annual Yield % from dividends0.741.1266%
Returns for 1 year5.4613.8939%
Returns for 3 years20.4062.0833%
Returns for 5 years45.3995.5947%
Returns for 10 years99.06198.0550%
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