HSVRX
Price
$55.06
Change
+$0.21 (+0.38%)
Updated
Jul 10 closing price
Net Assets
2.54B
VSMAX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
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HSVRX vs VSMAX

HSVRX vs VSMAX Comparison Chart in %
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VS
HSVRX vs. VSMAX commentary
Jul 14, 2026

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 Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. HSVRX (2.54B). VSMAX pays higher dividends than HSVRX: VSMAX (1.18) vs HSVRX (0.10). HSVRX was incepted earlier than VSMAX: HSVRX (24 years) vs VSMAX (26 years). HSVRX (1.13) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. HSVRX (8.00). VSMAX has a lower initial minimum investment than HSVRX: VSMAX (3000) vs HSVRX (50000). HSVRX annual gain was more profitable for investors over the last year : 32.80 vs. VSMAX (23.38). VSMAX return over 5 years is better than : 38.56 vs. HSVRX (29.52).
HSVRXVSMAXHSVRX / VSMAX
Total Expense Ratio1.130.052,260%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence24 years26 years-
Gain YTD29.31015.756186%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.54B189B1%
Annual Yield % from dividends0.101.189%
Returns for 1 year32.8023.38140%
Returns for 3 years41.1848.2485%
Returns for 5 years29.5238.5677%
Returns for 10 years105.26158.0767%
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