HSVRX
Price
$41.87
Change
+$0.19 (+0.46%)
Updated
Jul 3 closing price
Net Assets
2.08B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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HSVRX vs VSMAX

Header iconHSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAXBanner chart's image
Harbor Small Cap Value Admin
Price$41.87
Change+$0.19 (+0.46%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
HSVRX vs VSMAX Comparison Chart in %
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VS
HSVRX vs. VSMAX commentary
Jul 07, 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 HSVRX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HSVRX (2.08B). VSMAX pays higher dividends than HSVRX: VSMAX (1.40) vs HSVRX (0.28). HSVRX was incepted earlier than VSMAX: HSVRX (23 years) vs VSMAX (25 years). HSVRX (1.13) is less costly to investors than VSMAX (0.05). HSVRX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than HSVRX: VSMAX (3000) vs HSVRX (50000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. HSVRX (5.83). VSMAX return over 5 years is better than : 69.54 vs. HSVRX (46.39).
HSVRXVSMAXHSVRX / VSMAX
Total Expense Ratio1.130.052,260%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence23 years25 years-
Gain YTD-1.0171.447-70%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B148B1%
Annual Yield % from dividends0.281.4020%
Returns for 1 year5.8312.2548%
Returns for 3 years16.6337.9544%
Returns for 5 years46.3969.5467%
Returns for 10 years55.64109.3451%
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