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HASCX vs VSMAX
HASCX vs VSMAX Comparison
Open Charts HASCX vs VSMAX
Harbor Small Cap Value Instl
Price$44.42
Change-$0.31 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
HASCX vs VSMAX Comparison Chart
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HASCX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. HASCX (2.61B). 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 : 30.28 vs. HASCX (19.13). VSMAX return over 5 years is better than : 55.62 vs. HASCX (29.92).
| 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 | 15.167 | 15.803 | 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 | 1.42 | 44% |
| Returns for 1 year | 19.13 | 30.28 | 63% |
| Returns for 3 years | -3.09 | 4.74 | -65% |
| Returns for 5 years | 29.92 | 55.62 | 54% |
| Returns for 10 years | 63.38 | 123.30 | 51% |