Interact to see
Advertisement
Advertisement
HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$41.40
Change+$0.23 (+0.56%)
VolumeN/A
Net Assets2.13B
Vanguard Small Cap Index Admiral Shares
Price$120.47
Change+$0.43 (+0.36%)
VolumeN/A
Net Assets154.18B
HISVX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HISVX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. HISVX (2.14B). VSMAX pays higher dividends than HISVX: VSMAX (1.37) vs HISVX (0.28). HISVX was incepted earlier than VSMAX: HISVX (23 years) vs VSMAX (25 years). HISVX (1.23) is less costly to investors than VSMAX (0.05). HISVX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (13.00). 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 : 7.97 vs. HISVX (0.76). VSMAX return over 5 years is better than : 60.39 vs. HISVX (34.18).
| HISVX | VSMAX | HISVX / VSMAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 0.537 | 4.413 | 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 | 1.37 | 20% |
| Returns for 1 year | 0.76 | 7.97 | 10% |
| Returns for 3 years | 8.98 | 30.04 | 30% |
| Returns for 5 years | 34.18 | 60.39 | 57% |
| Returns for 10 years | 66.45 | 127.62 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement