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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$26.71
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets318.78M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
HAVGX vs VTSMX Comparison Chart in %
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HAVGX vs. VTSMX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. HAVGX (319M). VTSMX pays higher dividends than HAVGX: VTSMX (1.07) vs HAVGX (0.71). 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 : 15.63 vs. HAVGX (2.77). VTSMX return over 5 years is better than : 96.53 vs. HAVGX (44.02).
| 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 | 10.541 | 12.949 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.95T | 0% |
| Annual Yield % from dividends | 0.71 | 1.07 | 67% |
| Returns for 1 year | 2.77 | 15.63 | 18% |
| Returns for 3 years | 31.24 | 80.25 | 39% |
| Returns for 5 years | 44.02 | 96.53 | 46% |
| Returns for 10 years | 131.53 | 249.92 | 53% |
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