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HNVRX vs VSCIX
HNVRX vs VSCIX Comparison
Open Charts HNVRX vs VSCIX
Harbor Small Cap Value Retirement
Price$43.80
Change+$0.43 (+0.99%)
VolumeN/A
Net Assets2.43B
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
HNVRX vs VSCIX Comparison Chart
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HNVRX vs. VSCIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. HNVRX (2.43B). VSCIX pays higher dividends than HNVRX: VSCIX (1.43) vs HNVRX (0.70). HNVRX was incepted earlier than VSCIX: HNVRX (9 years) vs VSCIX (28 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 : 20.34 vs. HNVRX (17.22). VSCIX return over 5 years is better than : 55.99 vs. HNVRX (29.52).
| HNVRX | VSCIX | HNVRX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 1.999 | 3.639 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 155B | 2% |
| Annual Yield % from dividends | 0.70 | 1.43 | 49% |
| Returns for 1 year | 17.22 | 20.34 | 85% |
| Returns for 3 years | 8.69 | 20.91 | 42% |
| Returns for 5 years | 29.52 | 55.99 | 53% |
| Returns for 10 years | N/A | 124.92 | - |
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