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HSVRX vs VSCIX
HSVRX vs VSCIX Comparison
Open Charts HSVRX vs VSCIX
Harbor Small Cap Value Admin
Price$43.57
Change+$0.43 (+1.00%)
VolumeN/A
Net Assets2.43B
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
HSVRX vs VSCIX Comparison Chart
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HSVRX vs. VSCIX commentary
Jan 31, 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 HSVRX is a Hold and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. HSVRX (2.43B). VSCIX pays higher dividends than HSVRX: VSCIX (1.43) vs HSVRX (0.17). HSVRX was incepted earlier than VSCIX: HSVRX (22 years) vs VSCIX (28 years). HSVRX is a more actively managed with annual turnover of: 21.00 vs. VSCIX (12.00). HSVRX has a lower initial minimum investment than VSCIX: HSVRX (50000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 20.34 vs. HSVRX (16.82). VSCIX return over 5 years is better than : 55.99 vs. HSVRX (28.06).
| HSVRX | VSCIX | HSVRX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 1.986 | 3.639 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 155B | 2% |
| Annual Yield % from dividends | 0.17 | 1.43 | 12% |
| Returns for 1 year | 16.82 | 20.34 | 83% |
| Returns for 3 years | 7.93 | 20.91 | 38% |
| Returns for 5 years | 28.06 | 55.99 | 50% |
| Returns for 10 years | 67.73 | 124.92 | 54% |
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