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HASCX vs VSMAX
HASCX vs VSMAX Comparison
Open Charts HASCX vs VSMAX
Harbor Small Cap Value Instl
Price$42.63
Change-$1.64 (-3.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
HASCX vs VSMAX Comparison Chart
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HASCX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. HASCX (2.63B). VSMAX pays higher dividends than HASCX: VSMAX (1.42) vs HASCX (0.62). HASCX was incepted earlier than VSMAX: HASCX (23 years) vs VSMAX (24 years). HASCX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than HASCX: VSMAX (3000) vs HASCX (50000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. HASCX (9.03). VSMAX return over 5 years is better than : 53.97 vs. HASCX (27.26).
| HASCX | VSMAX | HASCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 14.778 | 18.049 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 167B | 2% |
| Annual Yield % from dividends | 0.62 | 1.42 | 44% |
| Returns for 1 year | 9.03 | 19.58 | 46% |
| Returns for 3 years | 3.63 | 15.80 | 23% |
| Returns for 5 years | 27.26 | 53.97 | 51% |
| Returns for 10 years | 69.35 | 125.00 | 55% |