Ad is loading...
HISVX vs NAESX
HISVX vs NAESX Comparison
Open Charts HISVX vs NAESX
Harbor Small Cap Value Investor
Price$43.60
Change-$0.23 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.67
Change-$0.60 (-0.49%)
VolumeN/A
CapitalizationN/A
HISVX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HISVX vs. NAESX commentary
Nov 14, 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 : 32.08 vs. HISVX (25.73). NAESX return over 5 years is better than : 58.92 vs. HISVX (32.02).
| 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 | 17.949 | 18.357 | 98% |
| 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 | 25.73 | 32.08 | 80% |
| Returns for 3 years | -2.40 | 7.05 | -34% |
| Returns for 5 years | 32.02 | 58.92 | 54% |
| Returns for 10 years | 63.23 | 127.82 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...