Ad is loading...
HSMBX vs VSCIX
HSMBX vs VSCIX Comparison
Open Charts HSMBX vs VSCIX
Horizon Multi-Factor Small/Mid Cap Adv
Price$36.50
Change-$1.01 (-2.69%)
VolumeN/A
Net Assets366.56M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
HSMBX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSMBX vs. VSCIX commentary
Feb 23, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. HSMBX (367M). VSCIX pays higher dividends than HSMBX: VSCIX (1.43) vs HSMBX (0.19). HSMBX was incepted earlier than VSCIX: HSMBX (2 years) vs VSCIX (28 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 : 14.48 vs. VSCIX (11.25).
| HSMBX | VSCIX | HSMBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 0.027 | -0.304 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 161B | 0% |
| Annual Yield % from dividends | 0.19 | 1.43 | 13% |
| Returns for 1 year | 14.48 | 11.25 | 129% |
| Returns for 3 years | N/A | 18.86 | - |
| Returns for 5 years | N/A | 44.48 | - |
| Returns for 10 years | 192.47 | 105.81 | 182% |