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HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$36.50
Change-$1.01 (-2.69%)
VolumeN/A
Net Assets366.56M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
HSMBX vs NAESX Comparison Chart
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HSMBX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HSMBX (367M). 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 : 14.48 vs. NAESX (11.22).
| 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 | 0.027 | -0.321 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 161B | 0% |
| Annual Yield % from dividends | 0.19 | 1.31 | 15% |
| Returns for 1 year | 14.48 | 11.22 | 129% |
| Returns for 3 years | N/A | 18.76 | - |
| Returns for 5 years | N/A | 44.30 | - |
| Returns for 10 years | 192.47 | 105.17 | 183% |
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