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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$38.29
Change-$0.22 (-0.57%)
VolumeN/A
Net Assets2.34B
Vanguard Small Cap Index Admiral Shares
Price$106.33
Change+$0.04 (+0.04%)
VolumeN/A
Net Assets153.45B
HSVRX vs VSMAX Comparison Chart
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HSVRX vs. VSMAX commentary
Mar 13, 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 (1.32) vs HSVRX (0.28). 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 : 0.75 vs. HSVRX (-0.12). VSMAX return over 5 years is better than : 98.01 vs. HSVRX (65.74).
| 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 | -8.960 | -7.346 | 122% |
| 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 | 0.28 | 1.32 | 21% |
| Returns for 1 year | -0.12 | 0.75 | -16% |
| Returns for 3 years | -3.65 | 11.47 | -32% |
| Returns for 5 years | 65.74 | 98.01 | 67% |
| Returns for 10 years | 42.10 | 93.08 | 45% |
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