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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$40.00
Change-$0.83 (-2.03%)
VolumeN/A
Net Assets2.46B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
HISVX vs VSMAX Comparison Chart
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HISVX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. HISVX (2.46B). 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 : 14.26 vs. HISVX (8.78). VSMAX return over 5 years is better than : 48.38 vs. HISVX (18.02).
| 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 | -2.320 | 2.388 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 161B | 2% |
| Annual Yield % from dividends | 0.33 | 1.42 | 23% |
| Returns for 1 year | 8.78 | 14.26 | 62% |
| Returns for 3 years | 1.99 | 22.07 | 9% |
| Returns for 5 years | 18.02 | 48.38 | 37% |
| Returns for 10 years | 49.37 | 111.34 | 44% |