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HSMBX vs VSMAX
HSMBX vs VSMAX Comparison
Open Charts HSMBX vs VSMAX
Horizon Multi-Factor Small/Mid Cap Adv
Price$32.10
Change-$1.21 (-3.63%)
VolumeN/A
Net Assets364.08M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
HSMBX vs VSMAX Comparison Chart
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HSMBX vs. VSMAX commentary
Apr 11, 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: 143B vs. HSMBX (364M). VSMAX pays higher dividends than HSMBX: VSMAX (1.52) vs HSMBX (0.02). HSMBX was incepted earlier than VSMAX: HSMBX (2 years) vs VSMAX (24 years). HSMBX (3.64) is less costly to investors than VSMAX (0.05). HSMBX is a more actively managed with annual turnover of: 107.00 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 : -0.04 vs. VSMAX (-3.52).
| HSMBX | VSMAX | HSMBX / VSMAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 3.64 | 0.05 | 7,280% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | -8.715 | -11.735 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 143B | 0% |
| Annual Yield % from dividends | 0.02 | 1.52 | 2% |
| Returns for 1 year | -0.04 | -3.52 | 1% |
| Returns for 3 years | N/A | 4.31 | - |
| Returns for 5 years | N/A | 71.17 | - |
| Returns for 10 years | 162.28 | 79.14 | 205% |