Interact to see
Advertisement
Advertisement
HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$39.37
Change+$0.32 (+0.82%)
VolumeN/A
Net Assets598.5M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
HSMBX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMBX vs. NAESX commentary
Dec 04, 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: 162B vs. HSMBX (599M). NAESX pays higher dividends than HSMBX: NAESX (1.21) vs HSMBX (0.02). HSMBX was incepted earlier than NAESX: HSMBX (3 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 : -0.86 vs. HSMBX (-2.47).
| HSMBX | NAESX | HSMBX / NAESX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 3 years | 65 years | - |
| Gain YTD | 7.399 | 7.092 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 162B | 0% |
| Annual Yield % from dividends | 0.02 | 1.21 | 2% |
| Returns for 1 year | -2.47 | -0.86 | 286% |
| Returns for 3 years | N/A | 32.07 | - |
| Returns for 5 years | N/A | 40.97 | - |
| Returns for 10 years | 234.39 | 131.34 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPFF | 9.25 | 0.06 | +0.68% |
| Global X SuperIncome™ Preferred ETF | |||
| VOX | 190.76 | 0.82 | +0.43% |
| Vanguard Communication Services ETF | |||
| BOBP | 26.44 | N/A | N/A |
| Core16 Best Of Breed Premier Index ETF | |||
| DGIN | 42.08 | -0.16 | -0.39% |
| VanEck Digital India ETF | |||
| NML | 8.52 | -0.17 | -1.92% |
| Neuberger Berman Energy Infrastructure and Income Fund | |||