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HNVRX vs VRTIX
HNVRX vs VRTIX Comparison
Open Charts HNVRX vs VRTIX
Harbor Small Cap Value Retirement
Price$42.53
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets2.06B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
HNVRX vs VRTIX Comparison Chart in %
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HNVRX vs. VRTIX commentary
Oct 19, 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 StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. HNVRX (2.06B). VRTIX pays higher dividends than HNVRX: VRTIX (1.20) 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 : 7.92 vs. HNVRX (-2.68). VRTIX return over 5 years is better than : 52.70 vs. HNVRX (29.45).
| 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 | 0.024 | 10.362 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 13.6B | 15% |
| Annual Yield % from dividends | 0.69 | 1.20 | 57% |
| Returns for 1 year | -2.68 | 7.92 | -34% |
| Returns for 3 years | 15.76 | 41.48 | 38% |
| Returns for 5 years | 29.45 | 52.70 | 56% |
| Returns for 10 years | N/A | 120.39 | - |
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