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HISGX vs VEXRX
HISGX vs VEXRX Comparison
Open Charts HISGX vs VEXRX
Harbor Small Cap Growth I
Price$9.51
Change-$0.32 (-3.26%)
VolumeN/A
Net Assets1.85B
HISGX vs VEXRX Comparison Chart
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HISGX vs. VEXRX commentary
Mar 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 HISGX is a Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. HISGX (1.85B). VEXRX pays higher dividends than HISGX: VEXRX (0.53) vs HISGX (0.30). HISGX was incepted earlier than VEXRX: HISGX (22 years) vs VEXRX (23 years). HISGX (1.24) is less costly to investors than VEXRX (0.34). HISGX is a more actively managed with annual turnover of: 79.00 vs. VEXRX (35.00). HISGX has a lower initial minimum investment than VEXRX: HISGX (2500) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : -7.93 vs. HISGX (-10.45). VEXRX return over 5 years is better than : 15.53 vs. HISGX (-9.05).
| HISGX | VEXRX | HISGX / VEXRX | |
| Total Expense Ratio | 1.24 | 0.34 | 365% |
| Annual Report Gross Expense Ratio | 1.24 | 0.34 | 365% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -7.873 | -6.392 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 21.4B | 9% |
| Annual Yield % from dividends | 0.30 | 0.53 | 58% |
| Returns for 1 year | -10.45 | -7.93 | 132% |
| Returns for 3 years | 1.43 | 0.01 | 12,874% |
| Returns for 5 years | -9.05 | 15.53 | -58% |
| Returns for 10 years | -26.20 | 13.05 | -201% |