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HSMBX vs VRTIX
HSMBX vs VRTIX Comparison
Open Charts HSMBX vs VRTIX
Horizon Multi-Factor Small/Mid Cap Adv
Price$38.37
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets562.33M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
HSMBX vs VRTIX Comparison Chart in %
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HSMBX vs. VRTIX 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. HSMBX (562M). VRTIX pays higher dividends than HSMBX: VRTIX (1.20) vs HSMBX (0.02). HSMBX was incepted earlier than VRTIX: HSMBX (3 years) vs VRTIX (15 years). HSMBX (1.44) is less costly to investors than VRTIX (0.07). HSMBX is a more actively managed with annual turnover of: 107.00 vs. VRTIX (12.00). HSMBX has a lower initial minimum investment than VRTIX: HSMBX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. HSMBX (0.89).
| HSMBX | VRTIX | HSMBX / VRTIX | |
| Total Expense Ratio | 1.22 | 0.07 | 1,743% |
| Annual Report Gross Expense Ratio | 1.44 | 0.07 | 2,057% |
| Fund Existence | 3 years | 15 years | - |
| Gain YTD | 5.152 | 10.362 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 13.6B | 4% |
| Annual Yield % from dividends | 0.02 | 1.20 | 2% |
| Returns for 1 year | 0.89 | 7.92 | 11% |
| Returns for 3 years | N/A | 41.48 | - |
| Returns for 5 years | N/A | 52.70 | - |
| Returns for 10 years | 231.35 | 120.39 | 192% |
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