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HNVRX vs VRTIX
HNVRX vs VRTIX Comparison
Open Charts HNVRX vs VRTIX
Harbor Small Cap Value Retirement
Price$42.75
Change-$0.28 (-0.65%)
VolumeN/A
Net Assets2.1B
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
HNVRX vs VRTIX Comparison Chart in %
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HNVRX vs. VRTIX commentary
Sep 26, 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 HNVRX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. HNVRX (2.1B). VRTIX pays higher dividends than HNVRX: VRTIX (1.17) vs HNVRX (0.69). HNVRX was incepted earlier than VRTIX: HNVRX (10 years) vs VRTIX (15 years). HNVRX (0.80) is less costly to investors than VRTIX (0.07). HNVRX is a more actively managed with annual turnover of: 21.00 vs. VRTIX (12.00). HNVRX has a lower initial minimum investment than VRTIX: HNVRX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.96 vs. HNVRX (2.03). VRTIX return over 5 years is better than : 67.97 vs. HNVRX (48.69).
| HNVRX | VRTIX | HNVRX / VRTIX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.80 | 0.07 | 1,143% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 1.199 | 9.488 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 12.9B | 16% |
| Annual Yield % from dividends | 0.69 | 1.17 | 59% |
| Returns for 1 year | 2.03 | 10.96 | 19% |
| Returns for 3 years | 24.90 | 48.49 | 51% |
| Returns for 5 years | 48.69 | 67.97 | 72% |
| Returns for 10 years | N/A | 133.36 | - |
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