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HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$35.66
Change-$0.49 (-1.36%)
VolumeN/A
Net Assets462.92M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
HSMBX vs NAESX Comparison Chart
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HSMBX vs. NAESX commentary
Jun 14, 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 HSMBX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSMBX (463M). NAESX pays higher dividends than HSMBX: NAESX (1.35) vs HSMBX (0.02). HSMBX was incepted earlier than NAESX: HSMBX (2 years) vs NAESX (65 years). HSMBX (1.44) is less costly to investors than NAESX (0.17). HSMBX is a more actively managed with annual turnover of: 107.00 vs. NAESX (13.00). HSMBX has a lower initial minimum investment than NAESX: HSMBX (2500) vs NAESX (3000). HSMBX annual gain was more profitable for investors over the last year : 6.82 vs. NAESX (5.19).
| HSMBX | NAESX | HSMBX / NAESX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 2 years | 65 years | - |
| Gain YTD | -0.932 | -4.390 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 148B | 0% |
| Annual Yield % from dividends | 0.02 | 1.35 | 2% |
| Returns for 1 year | 6.82 | 5.19 | 131% |
| Returns for 3 years | N/A | 31.28 | - |
| Returns for 5 years | N/A | 63.19 | - |
| Returns for 10 years | 186.68 | 92.88 | 201% |
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