HISVX
Price
$40.52
Change
+$0.18 (+0.45%)
Updated
Jul 3 closing price
Net Assets
2.08B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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HISVX vs VSMAX

Header iconHISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAXBanner chart's image
Harbor Small Cap Value Investor
Price$40.52
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
HISVX vs VSMAX Comparison Chart in %
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HISVX vs. VSMAX commentary
Jul 07, 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 Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HISVX (2.08B). VSMAX pays higher dividends than HISVX: VSMAX (1.40) vs HISVX (0.28). 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 : 12.25 vs. HISVX (5.72). VSMAX return over 5 years is better than : 69.54 vs. HISVX (45.03).
HISVXVSMAXHISVX / VSMAX
Total Expense Ratio1.230.052,460%
Annual Report Gross Expense Ratio1.230.052,460%
Fund Existence23 years25 years-
Gain YTD-1.0501.447-73%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B148B1%
Annual Yield % from dividends0.281.4020%
Returns for 1 year5.7212.2547%
Returns for 3 years15.8837.9542%
Returns for 5 years45.0369.5465%
Returns for 10 years53.18109.3449%
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