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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$37.63
Change-$0.69 (-1.80%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
HISVX vs VSMAX Comparison Chart
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HISVX vs. VSMAX commentary
Jun 16, 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 HISVX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HISVX (2.08B). VSMAX pays higher dividends than HISVX: VSMAX (1.48) vs HISVX (0.29). HISVX was incepted earlier than VSMAX: HISVX (23 years) vs VSMAX (25 years). HISVX (1.23) is less costly to investors than VSMAX (0.05). HISVX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (13.00). HISVX has a lower initial minimum investment than VSMAX: HISVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. HISVX (-0.86). VSMAX return over 5 years is better than : 63.38 vs. HISVX (34.73).
| HISVX | VSMAX | HISVX / VSMAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -8.107 | -4.364 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 148B | 1% |
| Annual Yield % from dividends | 0.29 | 1.48 | 20% |
| Returns for 1 year | -0.86 | 5.22 | -17% |
| Returns for 3 years | 7.80 | 31.37 | 25% |
| Returns for 5 years | 34.73 | 63.38 | 55% |
| Returns for 10 years | 38.62 | 93.38 | 41% |
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