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HASCX vs NAESX
HASCX vs NAESX Comparison
Open Charts HASCX vs NAESX
Harbor Small Cap Value Instl
Price$44.42
Change-$0.31 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
HASCX vs NAESX Comparison Chart
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HASCX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. HASCX (2.61B). 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 : 30.24 vs. HASCX (19.13). NAESX return over 5 years is better than : 55.43 vs. HASCX (29.92).
| 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 | 15.167 | 15.758 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 151B | 2% |
| Annual Yield % from dividends | 0.62 | 1.31 | 47% |
| Returns for 1 year | 19.13 | 30.24 | 63% |
| Returns for 3 years | -3.09 | 4.66 | -66% |
| Returns for 5 years | 29.92 | 55.43 | 54% |
| Returns for 10 years | 63.38 | 122.58 | 52% |
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