Interact to see
Advertisement
Advertisement
HSMBX vs VRTIX
HSMBX vs VRTIX Comparison
Open Charts HSMBX vs VRTIX
Horizon Multi-Factor Small/Mid Cap Adv
Price$39.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets598.04M
Vanguard Russell 2000 Index I
Price$384.51
Change+$2.25 (+0.59%)
VolumeN/A
Net Assets13.89B
HSMBX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMBX vs. VRTIX commentary
Nov 29, 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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. HSMBX (598M). VRTIX pays higher dividends than HSMBX: VRTIX (1.18) 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 : 2.86 vs. HSMBX (-2.04).
| 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 | 7.947 | 12.026 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 13.9B | 4% |
| Annual Yield % from dividends | 0.02 | 1.18 | 2% |
| Returns for 1 year | -2.04 | 2.86 | -71% |
| Returns for 3 years | N/A | 37.04 | - |
| Returns for 5 years | N/A | 36.30 | - |
| Returns for 10 years | 229.07 | 115.76 | 198% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| REMX | 74.81 | 1.28 | +1.74% |
| VanEck Rare Earth & Strat Mtls ETF | |||
| DFII | 18.52 | 0.16 | +0.86% |
| Ft Vest Bitcoin Strategy & Target Income ETF | |||
| DEHP | 31.50 | 0.15 | +0.49% |
| Dimensional Em Mkts High Prof ETF | |||
| NPFI | 26.42 | 0.05 | +0.19% |
| Nuveen Preferred and Income ETF | |||
| XVOL | 23.49 | N/A | N/A |
| Acruence Active Hedge US Equity ETF | |||