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HSMBX vs VSMAX
HSMBX vs VSMAX Comparison
Open Charts HSMBX vs VSMAX
Horizon Multi-Factor Small/Mid Cap Adv
Price$37.77
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets536.48M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
HSMBX vs VSMAX Comparison Chart in %
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HSMBX vs. VSMAX commentary
Aug 18, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. HSMBX (536M). VSMAX pays higher dividends than HSMBX: VSMAX (1.37) vs HSMBX (0.02). HSMBX was incepted earlier than VSMAX: HSMBX (2 years) vs VSMAX (25 years). HSMBX (1.44) is less costly to investors than VSMAX (0.05). HSMBX is a more actively managed with annual turnover of: 107.00 vs. VSMAX (13.00). HSMBX has a lower initial minimum investment than VSMAX: HSMBX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. HSMBX (6.81).
| HSMBX | VSMAX | HSMBX / VSMAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 3.508 | 2.517 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 154B | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 2% |
| Returns for 1 year | 6.81 | 9.17 | 74% |
| Returns for 3 years | N/A | 20.48 | - |
| Returns for 5 years | N/A | 57.73 | - |
| Returns for 10 years | 212.41 | 113.12 | 188% |