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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$37.88
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets2B
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
HSVRX vs VSMAX Comparison Chart
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HSVRX vs. VSMAX commentary
May 12, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. HSVRX (2B). VSMAX pays higher dividends than HSVRX: VSMAX (1.56) vs HSVRX (0.31). HSVRX was incepted earlier than VSMAX: HSVRX (23 years) vs VSMAX (25 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 (13.00). 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 : 0.37 vs. HSVRX (-6.26). VSMAX return over 5 years is better than : 67.81 vs. HSVRX (35.65).
| 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 | 23 years | 25 years | - |
| Gain YTD | -10.449 | -6.980 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 140B | 1% |
| Annual Yield % from dividends | 0.31 | 1.56 | 20% |
| Returns for 1 year | -6.26 | 0.37 | -1,678% |
| Returns for 3 years | 2.70 | 22.79 | 12% |
| Returns for 5 years | 35.65 | 67.81 | 53% |
| Returns for 10 years | 39.22 | 91.55 | 43% |
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