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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$34.21
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$99.58
Change-$0.13 (-0.13%)
VolumeN/A
Net Assets143.36B
HISVX vs VSMAX Comparison Chart
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HISVX vs. VSMAX commentary
Apr 16, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. HISVX (2.17B). VSMAX pays higher dividends than HISVX: VSMAX (1.52) vs HISVX (0.30). HISVX was incepted earlier than VSMAX: HISVX (22 years) vs VSMAX (24 years). HISVX (1.24) is less costly to investors than VSMAX (0.05). 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 : -2.38 vs. HISVX (-8.98). VSMAX return over 5 years is better than : 76.10 vs. HISVX (39.82).
| HISVX | VSMAX | HISVX / VSMAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.24 | 0.05 | 2,480% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -17.363 | -13.334 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 143B | 2% |
| Annual Yield % from dividends | 0.30 | 1.52 | 20% |
| Returns for 1 year | -8.98 | -2.38 | 378% |
| Returns for 3 years | -12.86 | 1.33 | -965% |
| Returns for 5 years | 39.82 | 76.10 | 52% |
| Returns for 10 years | 24.61 | 77.37 | 32% |