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HSMBX vs VSCIX
HSMBX vs VSCIX Comparison
Open Charts HSMBX vs VSCIX
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$113.58
Change+$1.56 (+1.39%)
VolumeN/A
Net Assets147.56B
HSMBX vs VSCIX Comparison Chart in %
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HSMBX vs. VSCIX 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. HSMBX (470M). VSCIX pays higher dividends than HSMBX: VSCIX (1.49) vs HSMBX (0.02). HSMBX was incepted earlier than VSCIX: HSMBX (2 years) vs VSCIX (28 years). HSMBX (1.44) is less costly to investors than VSCIX (0.04). HSMBX is a more actively managed with annual turnover of: 107.00 vs. VSCIX (13.00). HSMBX has a lower initial minimum investment than VSCIX: HSMBX (2500) vs VSCIX (5000000). VSCIX (7.98) and HSMBX (7.75) have marching annual gain over last year.
| HSMBX | VSCIX | HSMBX / VSCIX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.44 | 0.04 | 3,600% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | -0.603 | -2.626 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 148B | 0% |
| Annual Yield % from dividends | 0.02 | 1.49 | 2% |
| Returns for 1 year | 7.75 | 7.98 | 97% |
| Returns for 3 years | N/A | 29.41 | - |
| Returns for 5 years | N/A | 68.74 | - |
| Returns for 10 years | 194.16 | 101.13 | 192% |
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