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HNVRX vs NAESX
HNVRX vs NAESX Comparison
Open Charts HNVRX vs NAESX
Harbor Small Cap Value Retirement
Price$42.73
Change-$0.44 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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HNVRX vs NAESX Comparison Chart
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HNVRX vs. NAESX commentary
Sep 21, 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 StrongSell and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. HNVRX (2.47B). 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 : 20.72 vs. HNVRX (13.15). NAESX return over 5 years is better than : 51.64 vs. HNVRX (28.82).
| 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 | 9.411 | 9.695 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 149B | 2% |
| Annual Yield % from dividends | 0.70 | 1.31 | 53% |
| Returns for 1 year | 13.15 | 20.72 | 63% |
| Returns for 3 years | -1.94 | 5.63 | -34% |
| Returns for 5 years | 28.82 | 51.64 | 56% |
| Returns for 10 years | N/A | 113.34 | - |