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HISVX vs NAESX
HISVX vs NAESX Comparison
Open Charts HISVX vs NAESX
Harbor Small Cap Value Investor
Price$41.40
Change+$0.23 (+0.56%)
VolumeN/A
Net Assets2.13B
Vanguard Small Cap Index I
Price$120.45
Change+$0.44 (+0.37%)
VolumeN/A
Net Assets154.18B
HISVX vs NAESX Comparison Chart in %
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HISVX vs. NAESX commentary
Aug 27, 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: 154B vs. HISVX (2.14B). NAESX pays higher dividends than HISVX: NAESX (1.25) vs HISVX (0.28). 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 : 7.94 vs. HISVX (0.76). NAESX return over 5 years is better than : 60.20 vs. HISVX (34.18).
| 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 | 0.537 | 4.381 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 154B | 1% |
| Annual Yield % from dividends | 0.28 | 1.25 | 22% |
| Returns for 1 year | 0.76 | 7.94 | 10% |
| Returns for 3 years | 8.98 | 29.94 | 30% |
| Returns for 5 years | 34.18 | 60.20 | 57% |
| Returns for 10 years | 66.45 | 127.04 | 52% |