Ad is loading...
HSVRX vs VSCPX
HSVRX vs VSCPX Comparison
Open Charts HSVRX vs VSCPX
Harbor Small Cap Value Admin
Price$43.57
Change+$0.43 (+1.00%)
VolumeN/A
Net Assets2.43B
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
HSVRX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSVRX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. HSVRX (2.43B). 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 : 20.35 vs. HSVRX (16.82). VSCPX return over 5 years is better than : 56.01 vs. HSVRX (28.06).
| 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 | 1.986 | 3.641 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 155B | 2% |
| Annual Yield % from dividends | 0.17 | 1.44 | 12% |
| Returns for 1 year | 16.82 | 20.35 | 83% |
| Returns for 3 years | 7.93 | 20.92 | 38% |
| Returns for 5 years | 28.06 | 56.01 | 50% |
| Returns for 10 years | 67.73 | 125.00 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...