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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$39.21
Change+$0.51 (+1.32%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index Admiral Shares
Price$115.64
Change+$1.76 (+1.55%)
VolumeN/A
Net Assets153.28B
HISVX vs VSMAX Comparison Chart in %
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HISVX vs. VSMAX commentary
Aug 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. HISVX (2.11B). VSMAX pays higher dividends than HISVX: VSMAX (1.37) vs HISVX (0.28). 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 : 7.88 vs. HISVX (-0.25). VSMAX return over 5 years is better than : 53.59 vs. HISVX (26.38).
| HISVX | VSMAX | HISVX / VSMAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -5.495 | -0.945 | 582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 153B | 1% |
| Annual Yield % from dividends | 0.28 | 1.37 | 20% |
| Returns for 1 year | -0.25 | 7.88 | -3% |
| Returns for 3 years | 0.61 | 22.27 | 3% |
| Returns for 5 years | 26.38 | 53.59 | 49% |
| Returns for 10 years | 50.31 | 108.17 | 47% |