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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$42.27
Change-$1.63 (-3.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
HSVRX vs VSMAX Comparison Chart
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HSVRX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. HSVRX (2.63B). 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 : 13.00 vs. HSVRX (8.70). VSMAX return over 5 years is better than : 47.01 vs. HSVRX (26.12).
| 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 | 14.502 | 13.252 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 167B | 2% |
| Annual Yield % from dividends | 0.17 | 1.42 | 12% |
| Returns for 1 year | 8.70 | 13.00 | 67% |
| Returns for 3 years | 3.02 | 11.09 | 27% |
| Returns for 5 years | 26.12 | 47.01 | 56% |
| Returns for 10 years | 67.13 | 115.86 | 58% |