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HISVX vs VSMAX
HISVX vs VSMAX Comparison
Open Charts HISVX vs VSMAX
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.
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).
| 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 | -1.050 | 1.447 | -73% |
| 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 | 0.28 | 1.40 | 20% |
| Returns for 1 year | 5.72 | 12.25 | 47% |
| Returns for 3 years | 15.88 | 37.95 | 42% |
| Returns for 5 years | 45.03 | 69.54 | 65% |
| Returns for 10 years | 53.18 | 109.34 | 49% |
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