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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
Harbor Small Cap Value Investor
Price$41.41
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets2.13B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
HISVX vs VSMAX Comparison Chart in %
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HISVX vs. VSMAX commentary
Sep 08, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. HISVX (2.13B). VSMAX pays higher dividends than HISVX: VSMAX (1.31) vs HISVX (0.26). 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 : 13.64 vs. HISVX (4.72). VSMAX return over 5 years is better than : 66.80 vs. HISVX (36.87).
| 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 | 1.123 | 6.527 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 161B | 1% |
| Annual Yield % from dividends | 0.26 | 1.31 | 20% |
| Returns for 1 year | 4.72 | 13.64 | 35% |
| Returns for 3 years | 15.89 | 39.35 | 40% |
| Returns for 5 years | 36.87 | 66.80 | 55% |
| Returns for 10 years | 68.30 | 132.90 | 51% |
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