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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$35.87
Change-$2.90 (-7.48%)
VolumeN/A
Net Assets2.34B
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
HSVRX vs VSMAX Comparison Chart
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HSVRX vs. VSMAX commentary
Apr 05, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. HSVRX (2.34B). VSMAX pays higher dividends than HSVRX: VSMAX (1.52) vs HSVRX (0.30). HSVRX was incepted earlier than VSMAX: HSVRX (22 years) vs VSMAX (24 years). HSVRX (1.13) is less costly to investors than VSMAX (0.05). HSVRX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than HSVRX: VSMAX (3000) vs HSVRX (50000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. HSVRX (-1.16). VSMAX return over 5 years is better than : 115.95 vs. HSVRX (74.25).
| HSVRX | VSMAX | HSVRX / VSMAX | |
| Total Expense Ratio | 1.13 | 0.05 | 2,260% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -8.345 | -5.824 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 153B | 2% |
| Annual Yield % from dividends | 0.30 | 1.52 | 20% |
| Returns for 1 year | -1.16 | 1.20 | -96% |
| Returns for 3 years | -6.04 | 6.53 | -93% |
| Returns for 5 years | 74.25 | 115.95 | 64% |
| Returns for 10 years | 38.79 | 91.10 | 43% |