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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$25.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HAVGX vs VTSMX Comparison Chart
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HAVGX vs. VTSMX commentary
Sep 16, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HAVGX (316M). VTSMX pays higher dividends than HAVGX: VTSMX (1.26) vs HAVGX (1.10). HAVGX was incepted earlier than VTSMX: HAVGX (20 years) vs VTSMX (32 years). HAVGX is a more actively managed with annual turnover of: 13.00 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 : 24.06 vs. HAVGX (16.00). VTSMX return over 5 years is better than : 82.00 vs. HAVGX (49.15).
| HAVGX | VTSMX | HAVGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 14.546 | 16.841 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 1.72T | 0% |
| Annual Yield % from dividends | 1.10 | 1.26 | 87% |
| Returns for 1 year | 16.00 | 24.06 | 67% |
| Returns for 3 years | 5.17 | 21.32 | 24% |
| Returns for 5 years | 49.15 | 82.00 | 60% |
| Returns for 10 years | 100.26 | 180.08 | 56% |
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