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HASCX vs NAESX
HASCX vs NAESX Comparison
Open Charts HASCX vs NAESX
Harbor Small Cap Value Instl
Price$42.99
Change-$0.20 (-0.46%)
VolumeN/A
Net Assets2.13B
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
HASCX vs NAESX Comparison Chart in %
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HASCX vs. NAESX commentary
Sep 10, 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 HASCX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HASCX (2.13B). NAESX pays higher dividends than HASCX: NAESX (1.20) vs HASCX (0.61). HASCX was incepted earlier than NAESX: HASCX (24 years) vs NAESX (65 years). HASCX (0.88) is less costly to investors than NAESX (0.17). HASCX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HASCX: NAESX (3000) vs HASCX (50000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. HASCX (6.81). NAESX return over 5 years is better than : 68.06 vs. HASCX (41.42).
| HASCX | NAESX | HASCX / NAESX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 24 years | 65 years | - |
| Gain YTD | 1.105 | 6.625 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 161B | 1% |
| Annual Yield % from dividends | 0.61 | 1.20 | 51% |
| Returns for 1 year | 6.81 | 15.53 | 44% |
| Returns for 3 years | 11.96 | 32.39 | 37% |
| Returns for 5 years | 41.42 | 68.06 | 61% |
| Returns for 10 years | 74.65 | 133.63 | 56% |
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