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HASCX vs NAESX
HASCX vs NAESX Comparison
Open Charts HASCX vs NAESX
Harbor Small Cap Value Instl
Price$38.11
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets2B
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
HASCX vs NAESX Comparison Chart
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HASCX vs. NAESX commentary
May 11, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. HASCX (2B). NAESX pays higher dividends than HASCX: NAESX (1.43) vs HASCX (0.72). HASCX was incepted earlier than NAESX: HASCX (23 years) vs NAESX (65 years). HASCX (0.88) is less costly to investors than NAESX (0.17). HASCX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). 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 : 0.34 vs. HASCX (-6.01). NAESX return over 5 years is better than : 67.63 vs. HASCX (36.91).
| HASCX | NAESX | HASCX / NAESX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | -10.372 | -6.997 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 140B | 1% |
| Annual Yield % from dividends | 0.72 | 1.43 | 50% |
| Returns for 1 year | -6.01 | 0.34 | -1,744% |
| Returns for 3 years | 3.32 | 22.70 | 15% |
| Returns for 5 years | 36.91 | 67.63 | 55% |
| Returns for 10 years | 41.15 | 91.04 | 45% |