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HASCX vs NAESX
HASCX vs NAESX Comparison
Open Charts HASCX vs NAESX
Harbor Small Cap Value Instl
Price$44.14
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets2.43B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
HASCX vs NAESX Comparison Chart
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HASCX vs. NAESX commentary
Jan 19, 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 HASCX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. HASCX (2.43B). NAESX pays higher dividends than HASCX: NAESX (1.31) vs HASCX (0.62). HASCX was incepted earlier than NAESX: HASCX (23 years) vs NAESX (64 years). HASCX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than HASCX: NAESX (3000) vs HASCX (50000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. HASCX (19.65). NAESX return over 5 years is better than : 48.81 vs. HASCX (25.07).
| HASCX | NAESX | HASCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 64 years | - |
| Gain YTD | 3.810 | 3.370 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 155B | 2% |
| Annual Yield % from dividends | 0.62 | 1.31 | 47% |
| Returns for 1 year | 19.65 | 21.23 | 93% |
| Returns for 3 years | 7.29 | 17.16 | 42% |
| Returns for 5 years | 25.07 | 48.81 | 51% |
| Returns for 10 years | 75.55 | 126.44 | 60% |