Interact to see
Advertisement
Advertisement
HSMBX vs VSMAX
HSMBX vs VSMAX Comparison
Open Charts HSMBX vs VSMAX
Horizon Multi-Factor Small/Mid Cap Adv
Price$37.76
Change+$0.26 (+0.69%)
VolumeN/A
Net Assets500.41M
Vanguard Small Cap Index Admiral Shares
Price$115.32
Change-$1.31 (-1.12%)
VolumeN/A
Net Assets153.28B
HSMBX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMBX vs. VSMAX commentary
Jul 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. HSMBX (500M). VSMAX pays higher dividends than HSMBX: VSMAX (1.40) 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). VSMAX (12.25) and HSMBX (11.91) have marching annual gain over last year.
| 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 | 3.480 | 1.447 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 153B | 0% |
| Annual Yield % from dividends | 0.02 | 1.40 | 2% |
| Returns for 1 year | 11.91 | 12.25 | 97% |
| Returns for 3 years | N/A | 37.95 | - |
| Returns for 5 years | N/A | 69.54 | - |
| Returns for 10 years | 204.76 | 109.34 | 187% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement