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HSVRX vs VSMAX
HSVRX vs VSMAX Comparison
Open Charts HSVRX vs VSMAX
Harbor Small Cap Value Admin
Price$42.81
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets2.13B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
HSVRX vs VSMAX Comparison Chart in %
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HSVRX vs. VSMAX commentary
Sep 08, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. HSVRX (2.13B). VSMAX pays higher dividends than HSVRX: VSMAX (1.31) vs HSVRX (0.27). 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 : 13.64 vs. HSVRX (4.85). VSMAX return over 5 years is better than : 66.80 vs. HSVRX (38.14).
| 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 | 1.206 | 6.527 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 161B | 1% |
| Annual Yield % from dividends | 0.27 | 1.31 | 20% |
| Returns for 1 year | 4.85 | 13.64 | 36% |
| Returns for 3 years | 16.70 | 39.35 | 42% |
| Returns for 5 years | 38.14 | 66.80 | 57% |
| Returns for 10 years | 71.00 | 132.90 | 53% |
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