Interact to see
Advertisement
Advertisement
HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
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 %
Loading...
View a ticker or compare two or three
VS
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.
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).
| HSVRX | VSMAX | HSVRX / VSMAX | |
| Total Expense Ratio | 1.13 | 0.05 | 2,260% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -1.017 | 1.447 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 148B | 1% |
| Annual Yield % from dividends | 0.28 | 1.40 | 20% |
| Returns for 1 year | 5.83 | 12.25 | 48% |
| Returns for 3 years | 16.63 | 37.95 | 44% |
| Returns for 5 years | 46.39 | 69.54 | 67% |
| Returns for 10 years | 55.64 | 109.34 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement