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HNVRX vs VRTIX
HNVRX vs VRTIX Comparison
Open Charts HNVRX vs VRTIX
Harbor Small Cap Value Retirement
Price$48.54
Change+$5.72 (+13.36%)
VolumeN/A
Net Assets2.29B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
HNVRX vs VRTIX Comparison Chart in %
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HNVRX vs. VRTIX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. HNVRX (2.29B). VRTIX pays higher dividends than HNVRX: VRTIX (1.19) vs HNVRX (0.61). 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). VRTIX is a more actively managed with annual turnover of: 14.00 vs. HNVRX (8.00). 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 : 17.71 vs. HNVRX (13.96). VRTIX return over 5 years is better than : 22.38 vs. HNVRX (18.61).
| 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 | 13.650 | 6.757 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 14.3B | 16% |
| Annual Yield % from dividends | 0.61 | 1.19 | 52% |
| Returns for 1 year | 13.96 | 17.71 | 79% |
| Returns for 3 years | 22.12 | 35.16 | 63% |
| Returns for 5 years | 18.61 | 22.38 | 83% |
| Returns for 10 years | N/A | 180.76 | - |
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