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HSMBX vs VSCIX
HSMBX vs VSCIX Comparison
Open Charts HSMBX vs VSCIX
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$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
HSMBX vs VSCIX Comparison Chart
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HSMBX vs. VSCIX 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. HSMBX (220M). VSCIX pays higher dividends than HSMBX: VSCIX (1.43) vs HSMBX (0.19). HSMBX was incepted earlier than VSCIX: HSMBX (2 years) vs VSCIX (27 years). HSMBX is a more actively managed with annual turnover of: 179.00 vs. VSCIX (12.00). HSMBX has a lower initial minimum investment than VSCIX: HSMBX (2500) vs VSCIX (5000000). HSMBX annual gain was more profitable for investors over the last year : 39.31 vs. VSCIX (30.27).
| HSMBX | VSCIX | HSMBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 27 years | - |
| Gain YTD | 26.845 | 15.795 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 151B | 0% |
| Annual Yield % from dividends | 0.19 | 1.43 | 13% |
| Returns for 1 year | 39.31 | 30.27 | 130% |
| Returns for 3 years | N/A | 4.74 | - |
| Returns for 5 years | N/A | 55.65 | - |
| Returns for 10 years | 227.24 | 123.35 | 184% |
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