HSMBX
Price
$36.72
Change
+$0.45 (+1.24%)
Updated
Jun 26 closing price
Net Assets
470.37M
NAESX
Price
$113.54
Change
+$1.55 (+1.38%)
Updated
Jun 26 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$36.72
Change+$0.45 (+1.24%)
VolumeN/A
Net Assets470.37M
Vanguard Small Cap Index I
Price$113.54
Change+$1.55 (+1.38%)
VolumeN/A
Net Assets147.56B
HSMBX vs NAESX Comparison Chart in %
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HSMBX vs. NAESX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSMBX (470M). 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). NAESX (7.95) and HSMBX (7.75) have marching annual gain over last year.
HSMBXNAESXHSMBX / NAESX
Total Expense Ratio1.220.17718%
Annual Report Gross Expense Ratio1.440.17847%
Fund Existence2 years65 years-
Gain YTD-0.603-2.66023%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets470M148B0%
Annual Yield % from dividends0.021.352%
Returns for 1 year7.757.9597%
Returns for 3 yearsN/A29.27-
Returns for 5 yearsN/A68.49-
Returns for 10 years194.16100.57193%
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