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HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$42.53
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets2.06B
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
HNVRX vs VSMAX Comparison Chart in %
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HNVRX vs. VSMAX commentary
Oct 19, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. HNVRX (2.06B). VSMAX pays higher dividends than HNVRX: VSMAX (1.34) vs HNVRX (0.69). HNVRX was incepted earlier than VSMAX: HNVRX (10 years) vs VSMAX (25 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 (13.00). 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 : 4.95 vs. HNVRX (-2.68). VSMAX return over 5 years is better than : 55.46 vs. HNVRX (29.45).
| 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 | 10 years | 25 years | - |
| Gain YTD | 0.024 | 5.599 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 162B | 1% |
| Annual Yield % from dividends | 0.69 | 1.34 | 51% |
| Returns for 1 year | -2.68 | 4.95 | -54% |
| Returns for 3 years | 15.76 | 42.02 | 38% |
| Returns for 5 years | 29.45 | 55.46 | 53% |
| Returns for 10 years | N/A | 130.86 | - |
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