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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$43.63
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$115.98
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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HSVRX vs VSMAX Comparison Chart
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HSVRX vs. VSMAX commentary
Oct 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. HSVRX (2.54B). VSMAX pays higher dividends than HSVRX: VSMAX (1.42) vs HSVRX (0.17). HSVRX was incepted earlier than VSMAX: HSVRX (22 years) vs VSMAX (24 years). 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 : 31.20 vs. HSVRX (20.74). VSMAX return over 5 years is better than : 59.36 vs. HSVRX (33.88).
| HSVRX | VSMAX | HSVRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 13.798 | 13.772 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 152B | 2% |
| Annual Yield % from dividends | 0.17 | 1.42 | 12% |
| Returns for 1 year | 20.74 | 31.20 | 66% |
| Returns for 3 years | -1.05 | 7.73 | -14% |
| Returns for 5 years | 33.88 | 59.36 | 57% |
| Returns for 10 years | 75.19 | 135.03 | 56% |
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