Interact to see
Advertisement
Advertisement
HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$38.89
Change-$0.71 (-1.79%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
HSVRX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSVRX vs. VSMAX commentary
Jun 15, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HSVRX (2.08B). VSMAX pays higher dividends than HSVRX: VSMAX (1.48) vs HSVRX (0.30). 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 : 5.22 vs. HSVRX (-0.75). VSMAX return over 5 years is better than : 63.38 vs. HSVRX (35.97).
| 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 | -8.061 | -4.364 | 185% |
| 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 | 0.30 | 1.48 | 20% |
| Returns for 1 year | -0.75 | 5.22 | -14% |
| Returns for 3 years | 8.54 | 31.37 | 27% |
| Returns for 5 years | 35.97 | 63.38 | 57% |
| Returns for 10 years | 40.82 | 93.38 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement