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HISVX vs NAESX
HISVX vs NAESX Comparison
Open Charts HISVX vs NAESX
Harbor Small Cap Value Investor
Price$40.00
Change-$0.83 (-2.03%)
VolumeN/A
Net Assets2.46B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
HISVX vs NAESX Comparison Chart
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HISVX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HISVX (2.46B). NAESX pays higher dividends than HISVX: NAESX (1.31) vs HISVX (0.33). HISVX was incepted earlier than NAESX: HISVX (22 years) vs NAESX (64 years). HISVX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). 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 : 11.22 vs. HISVX (8.78). NAESX return over 5 years is better than : 44.30 vs. HISVX (18.02).
| HISVX | NAESX | HISVX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 64 years | - |
| Gain YTD | -2.320 | -0.321 | 722% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 161B | 2% |
| Annual Yield % from dividends | 0.33 | 1.31 | 25% |
| Returns for 1 year | 8.78 | 11.22 | 78% |
| Returns for 3 years | 1.99 | 18.76 | 11% |
| Returns for 5 years | 18.02 | 44.30 | 41% |
| Returns for 10 years | 49.37 | 105.17 | 47% |
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