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HNVRX vs NAESX
HNVRX vs NAESX Comparison
Open Charts HNVRX vs NAESX
Harbor Small Cap Value Retirement
Price$42.66
Change-$0.71 (-1.64%)
VolumeN/A
Net Assets2.05B
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
HNVRX vs NAESX Comparison Chart in %
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HNVRX vs. NAESX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HNVRX (2.05B). NAESX pays higher dividends than HNVRX: NAESX (1.22) vs HNVRX (0.69). 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 : 1.42 vs. HNVRX (-4.37). NAESX return over 5 years is better than : 48.22 vs. HNVRX (22.13).
| 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 | 1.999 | 6.726 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 162B | 1% |
| Annual Yield % from dividends | 0.69 | 1.22 | 57% |
| Returns for 1 year | -4.37 | 1.42 | -307% |
| Returns for 3 years | 8.42 | 33.14 | 25% |
| Returns for 5 years | 22.13 | 48.22 | 46% |
| Returns for 10 years | N/A | 137.58 | - |
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