Interact to see
Advertisement
Advertisement
HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$26.69
Change-$0.15 (-0.56%)
VolumeN/A
Net Assets317.87M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
HAVGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HAVGX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HAVGX (318M). VTSMX pays higher dividends than HAVGX: VTSMX (1.02) vs HAVGX (0.62). HAVGX was incepted earlier than VTSMX: HAVGX (21 years) vs VTSMX (34 years). HAVGX (0.80) 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 : 12.09 vs. HAVGX (0.46). VTSMX return over 5 years is better than : 77.91 vs. HAVGX (33.55).
| HAVGX | VTSMX | HAVGX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 11.241 | 12.736 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 2.05T | 0% |
| Annual Yield % from dividends | 0.62 | 1.02 | 60% |
| Returns for 1 year | 0.46 | 12.09 | 4% |
| Returns for 3 years | 18.51 | 64.98 | 28% |
| Returns for 5 years | 33.55 | 77.91 | 43% |
| Returns for 10 years | 111.53 | 215.97 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement