Ad is loading...
HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$36.83
Change-$0.14 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HSMBX vs NAESX Comparison Chart
Loading...
HSMBX vs. NAESX commentary
Sep 21, 2024
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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. HSMBX (86.3M). NAESX pays higher dividends than HSMBX: NAESX (1.31) vs HSMBX (0.19). HSMBX was incepted earlier than NAESX: HSMBX (2 years) vs NAESX (64 years). HSMBX is a more actively managed with annual turnover of: 179.00 vs. NAESX (12.00). 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 : 35.70 vs. NAESX (25.47).
| HSMBX | NAESX | HSMBX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 64 years | - |
| Gain YTD | 20.281 | 10.861 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.3M | 149B | 0% |
| Annual Yield % from dividends | 0.19 | 1.31 | 15% |
| Returns for 1 year | 35.70 | 25.47 | 140% |
| Returns for 3 years | N/A | 8.84 | - |
| Returns for 5 years | N/A | 53.25 | - |
| Returns for 10 years | 222.04 | 120.79 | 184% |