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HSVRX vs NAESX
HSVRX vs NAESX Comparison
Open Charts HSVRX vs NAESX
Harbor Small Cap Value Admin
Price$42.27
Change-$1.63 (-3.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
HSVRX vs NAESX Comparison Chart
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HSVRX vs. NAESX commentary
Dec 19, 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 HSVRX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. HSVRX (2.63B). NAESX pays higher dividends than HSVRX: NAESX (1.31) vs HSVRX (0.17). HSVRX was incepted earlier than NAESX: HSVRX (22 years) vs NAESX (64 years). HSVRX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than HSVRX: NAESX (3000) vs HSVRX (50000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. HSVRX (8.70). NAESX return over 5 years is better than : 53.79 vs. HSVRX (26.12).
| HSVRX | NAESX | HSVRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 64 years | - |
| Gain YTD | 14.502 | 17.994 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 167B | 2% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | 8.70 | 19.54 | 44% |
| Returns for 3 years | 3.02 | 15.71 | 19% |
| Returns for 5 years | 26.12 | 53.79 | 49% |
| Returns for 10 years | 67.13 | 124.30 | 54% |
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