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HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$37.77
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets536.48M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
HSMBX vs NAESX Comparison Chart in %
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HSMBX vs. NAESX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. HSMBX (536M). NAESX pays higher dividends than HSMBX: NAESX (1.25) 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). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. HSMBX (6.81).
| 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 | 3.508 | 2.494 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 154B | 0% |
| Annual Yield % from dividends | 0.02 | 1.25 | 2% |
| Returns for 1 year | 6.81 | 9.15 | 74% |
| Returns for 3 years | N/A | 20.39 | - |
| Returns for 5 years | N/A | 57.53 | - |
| Returns for 10 years | 212.41 | 112.59 | 189% |
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