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HSVRX vs VSCPX
HSVRX vs VSCPX Comparison
Open Charts HSVRX vs VSCPX
Harbor Small Cap Value Admin
Price$42.27
Change-$1.63 (-3.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
HSVRX vs VSCPX Comparison Chart
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HSVRX vs. VSCPX commentary
Dec 19, 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 HSVRX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. HSVRX (2.63B). VSCPX pays higher dividends than HSVRX: VSCPX (1.44) vs HSVRX (0.17). HSVRX was incepted earlier than VSCPX: HSVRX (22 years) vs VSCPX (14 years). HSVRX is a more actively managed with annual turnover of: 21.00 vs. VSCPX (12.00). HSVRX has a lower initial minimum investment than VSCPX: HSVRX (50000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 17.80 vs. HSVRX (8.70). VSCPX return over 5 years is better than : 53.26 vs. HSVRX (26.12).
| HSVRX | VSCPX | HSVRX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 14.502 | 18.058 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 167B | 2% |
| Annual Yield % from dividends | 0.17 | 1.44 | 12% |
| Returns for 1 year | 8.70 | 17.80 | 49% |
| Returns for 3 years | 3.02 | 15.81 | 19% |
| Returns for 5 years | 26.12 | 53.26 | 49% |
| Returns for 10 years | 67.13 | 125.14 | 54% |