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HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$35.17
Change+$0.41 (+1.18%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
HNVRX vs VSMAX Comparison Chart
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HNVRX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. HNVRX (2.17B). VSMAX pays higher dividends than HNVRX: VSMAX (1.52) vs HNVRX (0.78). HNVRX was incepted earlier than VSMAX: HNVRX (9 years) vs VSMAX (24 years). HNVRX (0.80) is less costly to investors than VSMAX (0.05). HNVRX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than HNVRX: VSMAX (3000) vs HNVRX (1000000). VSMAX annual gain was more profitable for investors over the last year : -7.79 vs. HNVRX (-11.13). VSMAX return over 5 years is better than : 63.87 vs. HNVRX (32.90).
| HNVRX | VSMAX | HNVRX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.80 | 0.05 | 1,600% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -18.250 | -15.498 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 143B | 2% |
| Annual Yield % from dividends | 0.78 | 1.52 | 51% |
| Returns for 1 year | -11.13 | -7.79 | 143% |
| Returns for 3 years | -11.67 | -0.22 | 5,414% |
| Returns for 5 years | 32.90 | 63.87 | 52% |
| Returns for 10 years | N/A | 71.41 | - |
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