Haverford Quality Growth Stock Fund (HAVGX) Alternatives
Haverford Quality Growth Stock Fund (HAVGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HAVGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HAVGX
HAVGX charges 0.80% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among HAVGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | HAVGX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | HAVGX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | HAVGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | HAVGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | HAVGX vs SSSYX |
Best Risk-Adjusted Alternatives to HAVGX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | HAVGX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | HAVGX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | HAVGX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | HAVGX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | HAVGX vs DHAMX |
Top Performing HAVGX Alternatives (YTD)
HAVGX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | HAVGX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | HAVGX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | HAVGX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | HAVGX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | HAVGX vs RCKSX |
Lowest Volatility Alternatives to HAVGX
HAVGX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | HAVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | HAVGX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | HAVGX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | HAVGX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | HAVGX vs QUERX |
Lowest Drawdown Alternatives to HAVGX
HAVGX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | HAVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | HAVGX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | HAVGX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | HAVGX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | HAVGX vs GQEIX |
Often Compared With HAVGX
What investors most often compare with HAVGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HAVGX vs VOO | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | HAVGX vs DGRO | |
| iShares MSCI World Quality Factor UCITS | Global Equities | 58 | -3.80% | Oct 3, 2014 | HAVGX vs IWQU.L | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | HAVGX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | HAVGX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | HAVGX vs VITPX |
Compare HAVGX with Any Fund or Stock
Compare HAVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.