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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$43.60
Change-$0.23 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$120.70
Change-$0.59 (-0.49%)
VolumeN/A
CapitalizationN/A
HISVX vs VSMAX Comparison Chart
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HISVX vs. VSMAX commentary
Nov 14, 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 : 32.13 vs. HISVX (25.73). VSMAX return over 5 years is better than : 59.11 vs. HISVX (32.02).
| 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 | 17.949 | 18.402 | 98% |
| 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 | 25.73 | 32.13 | 80% |
| Returns for 3 years | -2.40 | 7.13 | -34% |
| Returns for 5 years | 32.02 | 59.11 | 54% |
| Returns for 10 years | 63.23 | 128.55 | 49% |