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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$25.97
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets310.61M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HAVGX vs VTSMX Comparison Chart in %
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HAVGX vs. VTSMX commentary
Jul 26, 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: 1.91T vs. HAVGX (311M). 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 : 17.23 vs. HAVGX (5.76). VTSMX return over 5 years is better than : 92.66 vs. HAVGX (41.98).
| 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 | 6.899 | 7.812 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 1.91T | 0% |
| Annual Yield % from dividends | 0.74 | 1.12 | 66% |
| Returns for 1 year | 5.76 | 17.23 | 33% |
| Returns for 3 years | 19.19 | 59.89 | 32% |
| Returns for 5 years | 41.98 | 92.66 | 45% |
| Returns for 10 years | 101.06 | 199.64 | 51% |
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