Ad is loading...
Ad is loading...
HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$44.18
Change+$0.71 (+1.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
HISVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HISVX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. HISVX (2.61B). 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 : 32.49 vs. HISVX (19.96). VSMAX return over 5 years is better than : 61.09 vs. HISVX (32.12).
| 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 | 16.981 | 19.265 | 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 | 1.42 | 23% |
| Returns for 1 year | 19.96 | 32.49 | 61% |
| Returns for 3 years | -0.71 | 10.66 | -7% |
| Returns for 5 years | 32.12 | 61.09 | 53% |
| Returns for 10 years | 60.41 | 126.80 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...