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HISVX vs NAESX
HISVX vs NAESX Comparison
Open Charts HISVX vs NAESX
Harbor Small Cap Value Investor
Price$36.71
Change+$0.63 (+1.75%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
HISVX vs NAESX Comparison Chart
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HISVX vs. NAESX commentary
May 09, 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 HISVX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. HISVX (2.17B). NAESX pays higher dividends than HISVX: NAESX (1.43) vs HISVX (0.31). HISVX was incepted earlier than NAESX: HISVX (23 years) vs NAESX (65 years). HISVX (1.23) is less costly to investors than NAESX (0.17). HISVX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). HISVX has a lower initial minimum investment than NAESX: HISVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. HISVX (-6.93). NAESX return over 5 years is better than : 65.08 vs. HISVX (32.29).
| HISVX | NAESX | HISVX / NAESX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | -11.893 | -8.414 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 140B | 2% |
| Annual Yield % from dividends | 0.31 | 1.43 | 22% |
| Returns for 1 year | -6.93 | -0.09 | 7,602% |
| Returns for 3 years | 0.00 | 20.27 | 0% |
| Returns for 5 years | 32.29 | 65.08 | 50% |
| Returns for 10 years | 34.78 | 87.81 | 40% |
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