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HSMBX vs VSMAX
HSMBX vs VSMAX Comparison
Open Charts HSMBX vs VSMAX
Horizon Multi-Factor Small/Mid Cap Adv
Price$37.07
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$117.37
Change+$0.49 (+0.42%)
VolumeN/A
CapitalizationN/A
HSMBX vs VSMAX Comparison Chart
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HSMBX vs. VSMAX commentary
Dec 27, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. HSMBX (251M). VSMAX pays higher dividends than HSMBX: VSMAX (1.42) vs HSMBX (0.19). HSMBX was incepted earlier than VSMAX: HSMBX (2 years) vs VSMAX (24 years). HSMBX is a more actively managed with annual turnover of: 179.00 vs. VSMAX (12.00). 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 : 20.38 vs. VSMAX (14.60).
| HSMBX | VSMAX | HSMBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 20.733 | 14.757 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 167B | 0% |
| Annual Yield % from dividends | 0.19 | 1.42 | 13% |
| Returns for 1 year | 20.38 | 14.60 | 140% |
| Returns for 3 years | N/A | 10.03 | - |
| Returns for 5 years | N/A | 49.23 | - |
| Returns for 10 years | 204.70 | 115.66 | 177% |