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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$40.90
Change+$0.29 (+0.71%)
VolumeN/A
Net Assets2.19B
Vanguard Small Cap Index Admiral Shares
Price$115.33
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
HSVRX vs VSMAX Comparison Chart in %
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HSVRX vs. VSMAX commentary
Jul 18, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. HSVRX (2.19B). VSMAX pays higher dividends than HSVRX: VSMAX (1.40) vs HSVRX (0.28). 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 : 2.43 vs. HSVRX (-5.89). VSMAX return over 5 years is better than : 62.15 vs. HSVRX (36.57).
| 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 | -3.995 | -0.336 | 1,189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 153B | 1% |
| Annual Yield % from dividends | 0.28 | 1.40 | 20% |
| Returns for 1 year | -5.89 | 2.43 | -243% |
| Returns for 3 years | 12.72 | 34.95 | 36% |
| Returns for 5 years | 36.57 | 62.15 | 59% |
| Returns for 10 years | 50.74 | 103.48 | 49% |
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