HISVX
Price
$36.71
Change
+$0.63 (+1.75%)
Updated
May 8 closing price
Net Assets
2.17B
VSMAX
Price
$107.05
Change
+$1.66 (+1.58%)
Updated
May 8 closing price
Net Assets
139.54B
Ad is loading...

HISVX vs VSMAX

Header iconHISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAXBanner chart's image
Harbor Small Cap Value Investor
Price$36.71
Change+$0.63 (+1.75%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
HISVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HISVX vs. VSMAX commentary
May 09, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. HISVX (2.17B). VSMAX pays higher dividends than HISVX: VSMAX (1.56) vs HISVX (0.31). 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 : -0.07 vs. HISVX (-6.93). VSMAX return over 5 years is better than : 65.26 vs. HISVX (32.29).
HISVXVSMAXHISVX / VSMAX
Total Expense Ratio1.230.052,460%
Annual Report Gross Expense Ratio1.230.052,460%
Fund Existence23 years25 years-
Gain YTD-11.893-8.397142%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets2.17B140B2%
Annual Yield % from dividends0.311.5620%
Returns for 1 year-6.93-0.079,622%
Returns for 3 years0.0020.370%
Returns for 5 years32.2965.2649%
Returns for 10 years34.7888.3139%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PEMZX13.86N/A
N/A
Putnam Emerging Markets Equity C
SFAAX37.52N/A
N/A
Allspring Index Asset Allocation A
CCQYX13.93N/A
N/A
Columbia Disciplined Core Inst3
RPMYX11.61N/A
N/A
Reinhart International PMV Advisor
HLFZX8.24N/A
N/A
Harding Loevner Frontier Emerg MktsInstZ