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HNVRX vs NAESX
HNVRX vs NAESX Comparison
Open Charts HNVRX vs NAESX
Harbor Small Cap Value Retirement
Price$44.93
Change+$0.85 (+1.93%)
VolumeN/A
Net Assets2.12B
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
HNVRX vs NAESX Comparison Chart in %
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HNVRX vs. NAESX commentary
Dec 04, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HNVRX (2.12B). NAESX pays higher dividends than HNVRX: NAESX (1.21) vs HNVRX (0.68). HNVRX was incepted earlier than NAESX: HNVRX (10 years) vs NAESX (65 years). HNVRX (0.80) is less costly to investors than NAESX (0.17). HNVRX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HNVRX: NAESX (3000) vs HNVRX (1000000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. HNVRX (-4.78). NAESX return over 5 years is better than : 40.97 vs. HNVRX (18.18).
| HNVRX | NAESX | HNVRX / NAESX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 3.293 | 7.092 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 162B | 1% |
| Annual Yield % from dividends | 0.68 | 1.21 | 56% |
| Returns for 1 year | -4.78 | -0.86 | 555% |
| Returns for 3 years | 8.93 | 32.07 | 28% |
| Returns for 5 years | 18.18 | 40.97 | 44% |
| Returns for 10 years | N/A | 131.34 | - |
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