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HNVRX vs NAESX
HNVRX vs NAESX Comparison
Open Charts HNVRX vs NAESX
Harbor Small Cap Value Retirement
Price$43.66
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
HNVRX vs NAESX Comparison Chart in %
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HNVRX vs. NAESX commentary
Dec 27, 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. HNVRX (2.1B). 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 : 7.55 vs. HNVRX (1.14). NAESX return over 5 years is better than : 36.08 vs. HNVRX (13.36).
| 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 | 2.681 | 9.616 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 163B | 1% |
| Annual Yield % from dividends | 0.68 | 1.21 | 56% |
| Returns for 1 year | 1.14 | 7.55 | 15% |
| Returns for 3 years | 23.75 | 45.02 | 53% |
| Returns for 5 years | 13.36 | 36.08 | 37% |
| Returns for 10 years | N/A | 141.47 | - |
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