HSMBX
Price
$37.76
Change
+$0.26 (+0.69%)
Updated
Jul 3 closing price
Net Assets
500.41M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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HSMBX vs NAESX

Header iconHSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESXBanner chart's image
Horizon Multi-Factor Small/Mid Cap Adv
Price$37.76
Change+$0.26 (+0.69%)
VolumeN/A
Net Assets500.41M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HSMBX vs NAESX Comparison Chart in %
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HSMBX vs. NAESX 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 HSMBX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSMBX (500M). NAESX pays higher dividends than HSMBX: NAESX (1.28) 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 (12.22) and HSMBX (11.91) have marching annual gain over last year.
HSMBXNAESXHSMBX / NAESX
Total Expense Ratio1.220.17718%
Annual Report Gross Expense Ratio1.440.17847%
Fund Existence2 years65 years-
Gain YTD3.4801.432243%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets500M148B0%
Annual Yield % from dividends0.021.282%
Returns for 1 year11.9112.2297%
Returns for 3 yearsN/A37.83-
Returns for 5 yearsN/A69.32-
Returns for 10 years204.76108.83188%
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