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HNVRX vs VSCIX
HNVRX vs VSCIX Comparison
Open Charts HNVRX vs VSCIX
Harbor Small Cap Value Retirement
Price$44.45
Change-$0.31 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
HNVRX vs VSCIX Comparison Chart
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HNVRX vs. VSCIX commentary
Nov 18, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. HNVRX (2.61B). 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 : 30.27 vs. HNVRX (19.24). VSCIX return over 5 years is better than : 55.65 vs. HNVRX (30.21).
| 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 | 15.245 | 15.795 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 151B | 2% |
| Annual Yield % from dividends | 0.70 | 1.43 | 49% |
| Returns for 1 year | 19.24 | 30.27 | 64% |
| Returns for 3 years | -2.97 | 4.74 | -63% |
| Returns for 5 years | 30.21 | 55.65 | 54% |
| Returns for 10 years | N/A | 123.35 | - |
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