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HSMBX vs VSMAX
HSMBX vs VSMAX Comparison
Open Charts HSMBX vs VSMAX
Horizon Multi-Factor Small/Mid Cap Adv
Price$36.37
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets458.13M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
HSMBX vs VSMAX Comparison Chart
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HSMBX vs. VSMAX commentary
Jun 07, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HSMBX (458M). VSMAX pays higher dividends than HSMBX: VSMAX (1.48) vs HSMBX (0.02). HSMBX was incepted earlier than VSMAX: HSMBX (2 years) vs VSMAX (25 years). HSMBX (1.44) is less costly to investors than VSMAX (0.05). HSMBX is a more actively managed with annual turnover of: 107.00 vs. VSMAX (13.00). HSMBX has a lower initial minimum investment than VSMAX: HSMBX (2500) vs VSMAX (3000). HSMBX annual gain was more profitable for investors over the last year : 6.19 vs. VSMAX (5.16).
| HSMBX | VSMAX | HSMBX / VSMAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | -1.343 | -4.060 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 148B | 0% |
| Annual Yield % from dividends | 0.02 | 1.48 | 2% |
| Returns for 1 year | 6.19 | 5.16 | 120% |
| Returns for 3 years | N/A | 16.71 | - |
| Returns for 5 years | N/A | 52.39 | - |
| Returns for 10 years | 189.86 | 96.62 | 197% |
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