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HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$43.80
Change+$0.43 (+0.99%)
VolumeN/A
Net Assets2.43B
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
HNVRX vs VSMAX Comparison Chart
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HNVRX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. HNVRX (2.43B). VSMAX pays higher dividends than HNVRX: VSMAX (1.42) vs HNVRX (0.70). HNVRX was incepted earlier than VSMAX: HNVRX (9 years) vs VSMAX (24 years). 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 : 20.35 vs. HNVRX (17.22). VSMAX return over 5 years is better than : 55.98 vs. HNVRX (29.52).
| HNVRX | VSMAX | HNVRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.999 | 3.638 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 155B | 2% |
| Annual Yield % from dividends | 0.70 | 1.42 | 49% |
| Returns for 1 year | 17.22 | 20.35 | 85% |
| Returns for 3 years | 8.69 | 20.91 | 42% |
| Returns for 5 years | 29.52 | 55.98 | 53% |
| Returns for 10 years | N/A | 124.89 | - |
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