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 a closer substitute for your current allocation.
Cheapest Alternatives to HAVGX
HAVGX charges 0.80% annually. There are 228 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | HAVGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | HAVGX vs SSSYX |
Best Risk-Adjusted Alternatives to HAVGX
HAVGX has a PortfoliosLab risk / return rank of 31. There are 324 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | HAVGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | HAVGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | HAVGX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | HAVGX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | HAVGX vs DHAMX |
Top Performing HAVGX Alternatives (YTD)
HAVGX is at 2.09% YTD. There are 367 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | HAVGX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | HAVGX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | HAVGX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | HAVGX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | HAVGX vs ALSMX |
Lowest Volatility Alternatives to HAVGX
HAVGX has 9.73% 1-year volatility. There are 21 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | HAVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | HAVGX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | HAVGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | HAVGX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | HAVGX vs FULVX |
Lowest Drawdown Alternatives to HAVGX
HAVGX has a 1-year max drawdown of -8.90%. There are 136 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | HAVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HAVGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HAVGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HAVGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HAVGX vs QUERX |
Often Compared With HAVGX
Investors most often compare HAVGX with VOO, DGRO, IWQU.L. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HAVGX with Any Fund or Stock
Compare HAVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HAVGX with funds that move differently
Haverford Quality Growth Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HAVGX.
Explore HAVGX Diversifiers