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HASCX vs NAESX
HASCX vs NAESX Comparison
Open Charts HASCX vs NAESX
Harbor Small Cap Value Instl
Price$35.59
Change+$0.29 (+0.82%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
HASCX vs NAESX Comparison Chart
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HASCX vs. NAESX commentary
Apr 18, 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: 143B vs. HASCX (2.17B). NAESX pays higher dividends than HASCX: NAESX (1.39) vs HASCX (0.69). 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 (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 : -2.42 vs. HASCX (-6.65). NAESX return over 5 years is better than : 66.71 vs. HASCX (38.48).
| 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 | -16.416 | -14.464 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 143B | 2% |
| Annual Yield % from dividends | 0.69 | 1.39 | 50% |
| Returns for 1 year | -6.65 | -2.42 | 275% |
| Returns for 3 years | -10.83 | 0.49 | -2,227% |
| Returns for 5 years | 38.48 | 66.71 | 58% |
| Returns for 10 years | 29.70 | 73.20 | 41% |
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