Haverford Quality Growth Stock Fund (HAVGX) belongs to the Quality Factor 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 12 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | HAVGX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | HAVGX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | HAVGX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | HAVGX vs GQEFX | |
| GMO Quality Fund | 0.49% | — | Feb 2004 | HAVGX vs GQETX |
Best Risk-Adjusted Alternatives to HAVGX
HAVGX has a PortfoliosLab risk / return rank of 34. There are 10 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners International Quality Dividend Income... | 71 | — | Jun 2021 | HAVGX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 70 | — | Jun 2021 | HAVGX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | 62 | — | Jun 2021 | HAVGX vs GQHPX | |
| GMO Quality Fund | 52 | — | Feb 2004 | HAVGX vs GQETX | |
| GMO Quality Fund Class IV | 47 | — | Feb 2004 | HAVGX vs GQEFX |
Top Performing HAVGX Alternatives (YTD)
HAVGX is at 5.34% YTD. There are 17 mutual funds in the Quality Factor category with higher YTD returns, going as high as 14.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 14.97% | — | Apr 2007 | HAVGX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | HAVGX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | HAVGX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.60% | — | Jun 2021 | HAVGX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.52% | — | May 2020 | HAVGX vs FQITX |
Lowest Volatility Alternatives to HAVGX
HAVGX has 10.27% 1-year volatility. There are 4 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.45% | — | Mar 2019 | HAVGX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.47% | — | Mar 2019 | HAVGX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | HAVGX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | HAVGX vs GQFPX | |
| Bright Rock Quality Large Cap Fund | 10.36% | — | May 2010 | HAVGX vs BQLCX |
Lowest Drawdown Alternatives to HAVGX
HAVGX has a 1-year max drawdown of -8.90%. There are 10 mutual funds in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | HAVGX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | HAVGX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | HAVGX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | HAVGX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | HAVGX vs GQRPX |
Often Compared With HAVGX
Investors most often compare HAVGX with VOO, DGRO, IWQU.L. These 20 comparison targets span 10 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