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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$22.87
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets275.82M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
HAVGX vs VTSMX Comparison Chart
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HAVGX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. HAVGX (276M). VTSMX pays higher dividends than HAVGX: VTSMX (1.25) vs HAVGX (0.83). 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 : 5.27 vs. HAVGX (-2.18). VTSMX return over 5 years is better than : 86.77 vs. HAVGX (39.86).
| 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 | -6.758 | -9.023 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 1.7T | 0% |
| Annual Yield % from dividends | 0.83 | 1.25 | 66% |
| Returns for 1 year | -2.18 | 5.27 | -41% |
| Returns for 3 years | -2.36 | 22.56 | -10% |
| Returns for 5 years | 39.86 | 86.77 | 46% |
| Returns for 10 years | 71.97 | 150.14 | 48% |
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