The average market capitalization across the group is 92.92B. The market cap for tickers in the group ranges from 2.45B to 183.38B. VSMAX holds the highest valuation in this group at 183.38B. The lowest valued company is HISVX at 2.45B.

High and low price notable news

The average weekly price growth across all stocks in the group was -2%. For the same group, the average monthly price growth was -4%, and the average quarterly price growth was 13%. HISVX experienced the highest price growth at -2%, while VSMAX experienced the biggest fall at -2%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

HISVX vs. VSMAX commentary

Sep 05, 2026

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.

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FUNDAMENTALS

Fundamentals

VSMAX has more cash in the bank: 185B vs. HISVX (2.45B). VSMAX pays higher dividends than HISVX: VSMAX (1.20) vs HISVX (0.21). HISVX was incepted earlier than VSMAX: HISVX (24 years) vs VSMAX (26 years). HISVX (1.22) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. HISVX (8.00). HISVX has a lower initial minimum investment than VSMAX: HISVX (2500) vs VSMAX (3000). HISVX annual gain was more profitable for investors over the last year : 27.32 vs. VSMAX (19.06). VSMAX return over 5 years is better than : 32.28 vs. HISVX (21.36).

	HISVX	VSMAX	HISVX / VSMAX
Total Expense Ratio	1.22	0.05	2,440%
Annual Report Gross Expense Ratio	1.22	0.05	2,440%
Fund Existence	24 years	26 years	-
Gain YTD	26.332	15.569	169%
Front Load	N/A	N/A	-
Min. Initial Investment	2500	3000	83%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	2.45B	185B	1%
Annual Yield % from dividends	0.21	1.20	17%
Returns for 1 year	27.32	19.06	143%
Returns for 3 years	37.95	48.17	79%
Returns for 5 years	21.36	32.28	66%
Returns for 10 years	90.69	150.34	60%

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