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HNVRX vs VSCIX
HNVRX vs VSCIX Comparison
Open Charts HNVRX vs VSCIX
Harbor Small Cap Value Retirement
Price$35.17
Change+$0.41 (+1.18%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index I
Price$98.60
Change+$1.39 (+1.43%)
VolumeN/A
Net Assets143.36B
HNVRX vs VSCIX Comparison Chart
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HNVRX vs. VSCIX commentary
Apr 12, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. HNVRX (2.17B). VSCIX pays higher dividends than HNVRX: VSCIX (1.53) vs HNVRX (0.78). HNVRX was incepted earlier than VSCIX: HNVRX (9 years) vs VSCIX (28 years). HNVRX (0.80) is less costly to investors than VSCIX (0.04). HNVRX is a more actively managed with annual turnover of: 21.00 vs. VSCIX (12.00). HNVRX has a lower initial minimum investment than VSCIX: HNVRX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -7.79 vs. HNVRX (-11.13). VSCIX return over 5 years is better than : 63.90 vs. HNVRX (32.90).
| HNVRX | VSCIX | HNVRX / VSCIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,000% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -18.250 | -15.499 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 143B | 2% |
| Annual Yield % from dividends | 0.78 | 1.53 | 51% |
| Returns for 1 year | -11.13 | -7.79 | 143% |
| Returns for 3 years | -11.67 | -0.22 | 5,343% |
| Returns for 5 years | 32.90 | 63.90 | 51% |
| Returns for 10 years | N/A | 71.44 | - |