HSVRX
Price
$42.45
Change
+$0.03 (+0.07%)
Updated
Sep 16 closing price
Net Assets
2.1B
VSMAX
Price
$122.39
Change
-$0.15 (-0.12%)
Updated
Sep 16 closing price
Net Assets
161.26B
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HSVRX vs VSMAX

Header iconHSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAXBanner chart's image
Harbor Small Cap Value Admin
Price$42.45
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
HSVRX vs VSMAX Comparison Chart in %
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VS
HSVRX vs. VSMAX commentary
Sep 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 Hold and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. HSVRX (2.1B). VSMAX pays higher dividends than HSVRX: VSMAX (1.31) vs HSVRX (0.27). 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 : 10.49 vs. HSVRX (2.30). VSMAX return over 5 years is better than : 66.40 vs. HSVRX (38.17).
HSVRXVSMAXHSVRX / VSMAX
Total Expense Ratio1.130.052,260%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence23 years25 years-
Gain YTD0.2846.5884%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B161B1%
Annual Yield % from dividends0.271.3120%
Returns for 1 year2.3010.4922%
Returns for 3 years15.2939.1139%
Returns for 5 years38.1766.4057%
Returns for 10 years71.41133.2554%
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