HSMBX
Price
$36.37
Change
+$0.37 (+1.03%)
Updated
Jun 6 closing price
Net Assets
458.13M
NAESX
Price
$111.61
Change
+$1.26 (+1.14%)
Updated
Jun 6 closing price
Net Assets
147.56B
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HSMBX vs NAESX

Header iconHSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESXBanner chart's image
Horizon Multi-Factor Small/Mid Cap Adv
Price$36.37
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets458.13M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
HSMBX vs NAESX Comparison Chart
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HSMBX vs. NAESX commentary
Jun 07, 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 HSMBX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSMBX (458M). NAESX pays higher dividends than HSMBX: NAESX (1.35) vs HSMBX (0.02). HSMBX was incepted earlier than NAESX: HSMBX (2 years) vs NAESX (65 years). HSMBX (1.44) is less costly to investors than NAESX (0.17). HSMBX is a more actively managed with annual turnover of: 107.00 vs. NAESX (13.00). HSMBX has a lower initial minimum investment than NAESX: HSMBX (2500) vs NAESX (3000). HSMBX annual gain was more profitable for investors over the last year : 6.19 vs. NAESX (5.13).
HSMBXNAESXHSMBX / NAESX
Total Expense Ratio1.220.17718%
Annual Report Gross Expense Ratio1.440.17847%
Fund Existence2 years65 years-
Gain YTD-1.343-4.08633%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets458M148B0%
Annual Yield % from dividends0.021.352%
Returns for 1 year6.195.13121%
Returns for 3 yearsN/A16.63-
Returns for 5 yearsN/A52.20-
Returns for 10 years189.8696.08198%
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