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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$40.94
Change+$0.10 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.29
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
HISVX vs VSMAX Comparison Chart
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HISVX vs. VSMAX commentary
Dec 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. HISVX (2.63B). 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 : 14.57 vs. HISVX (10.14). VSMAX return over 5 years is better than : 48.08 vs. HISVX (20.23).
| 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 | 10.468 | 14.076 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 167B | 2% |
| Annual Yield % from dividends | 0.33 | 1.42 | 23% |
| Returns for 1 year | 10.14 | 14.57 | 70% |
| Returns for 3 years | 3.44 | 10.65 | 32% |
| Returns for 5 years | 20.23 | 48.08 | 42% |
| Returns for 10 years | 57.31 | 115.96 | 49% |
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