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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$42.77
Change-$0.37 (-0.86%)
VolumeN/A
Net Assets2.43B
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
HISVX vs VSMAX Comparison Chart
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HISVX vs. VSMAX commentary
Jan 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. HISVX (2.43B). VSMAX pays higher dividends than HISVX: VSMAX (1.42) vs HISVX (0.33). HISVX was incepted earlier than VSMAX: HISVX (22 years) vs VSMAX (24 years). HISVX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). HISVX has a lower initial minimum investment than VSMAX: HISVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 20.33 vs. HISVX (17.96). VSMAX return over 5 years is better than : 52.33 vs. HISVX (25.63).
| HISVX | VSMAX | HISVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.348 | 5.089 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 155B | 2% |
| Annual Yield % from dividends | 0.33 | 1.42 | 23% |
| Returns for 1 year | 17.96 | 20.33 | 88% |
| Returns for 3 years | 12.74 | 25.14 | 51% |
| Returns for 5 years | 25.63 | 52.33 | 49% |
| Returns for 10 years | 69.65 | 126.72 | 55% |
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