Ad is loading...
Ad is loading...
HNVRX vs NAESX
HNVRX vs NAESX Comparison
Open Charts HNVRX vs NAESX
Harbor Small Cap Value Retirement
Price$44.45
Change-$0.31 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
HNVRX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNVRX vs. NAESX commentary
Nov 18, 2024
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 HNVRX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. HNVRX (2.61B). NAESX pays higher dividends than HNVRX: NAESX (1.31) vs HNVRX (0.70). HNVRX was incepted earlier than NAESX: HNVRX (9 years) vs NAESX (64 years). HNVRX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than HNVRX: NAESX (3000) vs HNVRX (1000000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. HNVRX (19.24). NAESX return over 5 years is better than : 55.43 vs. HNVRX (30.21).
| HNVRX | NAESX | HNVRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 15.245 | 15.758 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 151B | 2% |
| Annual Yield % from dividends | 0.70 | 1.31 | 53% |
| Returns for 1 year | 19.24 | 30.24 | 64% |
| Returns for 3 years | -2.97 | 4.66 | -64% |
| Returns for 5 years | 30.21 | 55.43 | 54% |
| Returns for 10 years | N/A | 122.58 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers