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HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$38.30
Change-$0.61 (-1.57%)
VolumeN/A
Net Assets569.04M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
HSMBX vs NAESX Comparison Chart in %
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HSMBX vs. NAESX commentary
Nov 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HSMBX (569M). NAESX pays higher dividends than HSMBX: NAESX (1.22) 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 : 1.42 vs. HSMBX (-2.09).
| 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 | 6.632 | 6.726 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 162B | 0% |
| Annual Yield % from dividends | 0.02 | 1.22 | 2% |
| Returns for 1 year | -2.09 | 1.42 | -147% |
| Returns for 3 years | N/A | 33.14 | - |
| Returns for 5 years | N/A | 48.22 | - |
| Returns for 10 years | 240.12 | 137.58 | 175% |
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