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HISVX vs NAESX
HISVX vs NAESX Comparison
Open Charts HISVX vs NAESX
Harbor Small Cap Value Investor
Price$44.18
Change+$0.71 (+1.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
HISVX vs NAESX Comparison Chart
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HISVX vs. NAESX commentary
Nov 23, 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 HISVX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. HISVX (2.61B). 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 : 32.46 vs. HISVX (19.96). NAESX return over 5 years is better than : 60.89 vs. HISVX (32.12).
| 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 | 16.981 | 19.220 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 151B | 2% |
| Annual Yield % from dividends | 0.33 | 1.31 | 25% |
| Returns for 1 year | 19.96 | 32.46 | 62% |
| Returns for 3 years | -0.71 | 10.58 | -7% |
| Returns for 5 years | 32.12 | 60.89 | 53% |
| Returns for 10 years | 60.41 | 126.07 | 48% |
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