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HSMBX vs VRTIX
HSMBX vs VRTIX Comparison
Open Charts HSMBX vs VRTIX
Horizon Multi-Factor Small/Mid Cap Adv
Price$39.01
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets561.03M
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
HSMBX vs VRTIX Comparison Chart in %
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HSMBX vs. VRTIX commentary
Oct 09, 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. HSMBX (561M). VRTIX pays higher dividends than HSMBX: VRTIX (1.20) vs HSMBX (0.02). HSMBX was incepted earlier than VRTIX: HSMBX (3 years) vs VRTIX (15 years). HSMBX (1.44) is less costly to investors than VRTIX (0.07). HSMBX is a more actively managed with annual turnover of: 107.00 vs. VRTIX (12.00). HSMBX has a lower initial minimum investment than VRTIX: HSMBX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.43 vs. HSMBX (5.72).
| HSMBX | VRTIX | HSMBX / VRTIX | |
| Total Expense Ratio | 1.22 | 0.07 | 1,743% |
| Annual Report Gross Expense Ratio | 1.44 | 0.07 | 2,057% |
| Fund Existence | 3 years | 15 years | - |
| Gain YTD | 6.221 | 10.623 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 13.6B | 4% |
| Annual Yield % from dividends | 0.02 | 1.20 | 2% |
| Returns for 1 year | 5.72 | 12.43 | 46% |
| Returns for 3 years | N/A | 46.33 | - |
| Returns for 5 years | N/A | 52.75 | - |
| Returns for 10 years | 234.72 | 120.58 | 195% |
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