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 235 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | HAVGX vs VIIIX |
Best Risk-Adjusted Alternatives to HAVGX
HAVGX has a PortfoliosLab risk / return rank of 24. There are 338 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | HAVGX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | HAVGX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | HAVGX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | HAVGX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | HAVGX vs GTLOX |
Top Performing HAVGX Alternatives (YTD)
HAVGX is at 3.20% YTD. There are 371 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | HAVGX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | HAVGX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | HAVGX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | HAVGX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | HAVGX vs RESGX |
Lowest Volatility Alternatives to HAVGX
HAVGX has 10.10% 1-year volatility. There are 24 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | HAVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | HAVGX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | HAVGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | HAVGX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | HAVGX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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