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HSMBX vs VMCPX
HSMBX vs VMCPX Comparison
Open Charts HSMBX vs VMCPX
Horizon Multi-Factor Small/Mid Cap Adv
Price$38.37
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets562.33M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
HSMBX vs VMCPX Comparison Chart in %
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HSMBX vs. VMCPX commentary
Oct 19, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. HSMBX (562M). VMCPX pays higher dividends than HSMBX: VMCPX (1.50) vs HSMBX (0.02). HSMBX was incepted earlier than VMCPX: HSMBX (3 years) vs VMCPX (15 years). HSMBX (1.44) is less costly to investors than VMCPX (0.03). HSMBX is a more actively managed with annual turnover of: 107.00 vs. VMCPX (16.00). HSMBX has a lower initial minimum investment than VMCPX: HSMBX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.59 vs. HSMBX (0.89).
| HSMBX | VMCPX | HSMBX / VMCPX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,067% |
| Annual Report Gross Expense Ratio | 1.44 | 0.03 | 4,800% |
| Fund Existence | 3 years | 15 years | - |
| Gain YTD | 5.152 | 9.709 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 201B | 0% |
| Annual Yield % from dividends | 0.02 | 1.50 | 1% |
| Returns for 1 year | 0.89 | 7.59 | 12% |
| Returns for 3 years | N/A | 49.71 | - |
| Returns for 5 years | N/A | 57.33 | - |
| Returns for 10 years | 231.35 | 141.02 | 164% |
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