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HSMBX vs NAESX
HSMBX vs NAESX Comparison
Open Charts HSMBX vs NAESX
Horizon Multi-Factor Small/Mid Cap Adv
Price$39.09
Change+$0.45 (+1.16%)
VolumeN/A
Net Assets562.35M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
HSMBX vs NAESX Comparison Chart in %
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HSMBX vs. NAESX commentary
Sep 08, 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: 161B vs. HSMBX (562M). NAESX pays higher dividends than HSMBX: NAESX (1.20) 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 : 13.62 vs. HSMBX (9.78).
| 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 | 7.344 | 6.494 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 161B | 0% |
| Annual Yield % from dividends | 0.02 | 1.20 | 2% |
| Returns for 1 year | 9.78 | 13.62 | 72% |
| Returns for 3 years | N/A | 39.23 | - |
| Returns for 5 years | N/A | 66.60 | - |
| Returns for 10 years | 238.55 | 132.36 | 180% |
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