Interact to see
Advertisement
Advertisement
HNVRX vs VRTIX
HNVRX vs VRTIX Comparison
Open Charts HNVRX vs VRTIX
Harbor Small Cap Value Retirement
Price$44.93
Change+$0.85 (+1.93%)
VolumeN/A
Net Assets2.12B
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
HNVRX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNVRX vs. VRTIX 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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. HNVRX (2.12B). VRTIX pays higher dividends than HNVRX: VRTIX (1.17) vs HNVRX (0.68). HNVRX was incepted earlier than VRTIX: HNVRX (10 years) vs VRTIX (15 years). HNVRX (0.80) is less costly to investors than VRTIX (0.07). HNVRX is a more actively managed with annual turnover of: 21.00 vs. VRTIX (12.00). HNVRX has a lower initial minimum investment than VRTIX: HNVRX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.83 vs. HNVRX (-4.78). VRTIX return over 5 years is better than : 35.85 vs. HNVRX (18.18).
| HNVRX | VRTIX | HNVRX / VRTIX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.80 | 0.07 | 1,143% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 3.293 | 11.294 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 13.9B | 15% |
| Annual Yield % from dividends | 0.68 | 1.17 | 58% |
| Returns for 1 year | -4.78 | 1.83 | -262% |
| Returns for 3 years | 8.93 | 32.06 | 28% |
| Returns for 5 years | 18.18 | 35.85 | 51% |
| Returns for 10 years | N/A | 118.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GNOV | 39.45 | 0.02 | +0.06% |
| FT Vest U.S. Eq Mod Buffr ETF - Nov | |||
| HYKE | 24.98 | N/A | N/A |
| Vest 2 Year Interest Rate Hedge ETF | |||
| BKCG | 36.01 | N/A | N/A |
| BNY Mellon Concentrated Growth ETF | |||
| GSEW | 84.51 | -0.06 | -0.07% |
| Goldman Sachs Equal Wght US Lg Cp Eq ETF | |||
| HIDE | 23.42 | -0.05 | -0.20% |
| Alpha Architect High Infl And Defltn ETF | |||