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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$41.33
Change-$0.85 (-2.02%)
VolumeN/A
Net Assets2.46B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
HSVRX vs VSMAX Comparison Chart
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HSVRX vs. VSMAX commentary
Feb 22, 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: 161B vs. HSVRX (2.46B). 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 : 16.64 vs. HSVRX (12.90). VSMAX return over 5 years is better than : 49.78 vs. HSVRX (22.62).
| 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 | 0.567 | 3.352 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 161B | 2% |
| Annual Yield % from dividends | 0.17 | 1.42 | 12% |
| Returns for 1 year | 12.90 | 16.64 | 78% |
| Returns for 3 years | 4.02 | 21.47 | 19% |
| Returns for 5 years | 22.62 | 49.78 | 45% |
| Returns for 10 years | 57.26 | 113.55 | 50% |