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HNVRX vs VRTIX
HNVRX vs VRTIX Comparison
Open Charts HNVRX vs VRTIX
Harbor Small Cap Value Retirement
Price$42.66
Change-$0.71 (-1.64%)
VolumeN/A
Net Assets2.05B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
HNVRX vs VRTIX Comparison Chart in %
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HNVRX vs. VRTIX 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. HNVRX (2.05B). VRTIX pays higher dividends than HNVRX: VRTIX (1.18) vs HNVRX (0.69). 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 : 2.86 vs. HNVRX (-4.37). VRTIX return over 5 years is better than : 42.91 vs. HNVRX (22.13).
| 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 | 1.999 | 10.359 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 13.9B | 15% |
| Annual Yield % from dividends | 0.69 | 1.18 | 59% |
| Returns for 1 year | -4.37 | 2.86 | -153% |
| Returns for 3 years | 8.42 | 31.84 | 26% |
| Returns for 5 years | 22.13 | 42.91 | 52% |
| Returns for 10 years | N/A | 123.36 | - |
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