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HNVRX vs VSCIX
HNVRX vs VSCIX Comparison
Open Charts HNVRX vs VSCIX
Harbor Small Cap Value Retirement
Price$42.66
Change-$1.65 (-3.72%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
HNVRX vs VSCIX Comparison Chart
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HNVRX vs. VSCIX commentary
Dec 19, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. HNVRX (2.63B). VSCIX pays higher dividends than HNVRX: VSCIX (1.43) vs HNVRX (0.70). HNVRX was incepted earlier than VSCIX: HNVRX (9 years) vs VSCIX (27 years). 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 : 19.59 vs. HNVRX (9.10). VSCIX return over 5 years is better than : 53.99 vs. HNVRX (27.58).
| HNVRX | VSCIX | HNVRX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 14.882 | 18.051 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 167B | 2% |
| Annual Yield % from dividends | 0.70 | 1.43 | 49% |
| Returns for 1 year | 9.10 | 19.59 | 46% |
| Returns for 3 years | 3.80 | 15.81 | 24% |
| Returns for 5 years | 27.58 | 53.99 | 51% |
| Returns for 10 years | N/A | 125.06 | - |
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