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HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$38.84
Change-$0.32 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
HSMBX vs NAESX Comparison Chart
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HSMBX vs. NAESX commentary
Nov 18, 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: 151B vs. HSMBX (220M). 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 : 39.31 vs. NAESX (30.24).
| 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 | 26.845 | 15.758 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 151B | 0% |
| Annual Yield % from dividends | 0.19 | 1.31 | 15% |
| Returns for 1 year | 39.31 | 30.24 | 130% |
| Returns for 3 years | N/A | 4.66 | - |
| Returns for 5 years | N/A | 55.43 | - |
| Returns for 10 years | 227.24 | 122.58 | 185% |
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