Interact to see
Advertisement
Advertisement
HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$41.74
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index Admiral Shares
Price$117.94
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
HNVRX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNVRX vs. VSMAX commentary
Aug 20, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. HNVRX (2.08B). VSMAX pays higher dividends than HNVRX: VSMAX (1.37) vs HNVRX (0.73). HNVRX was incepted earlier than VSMAX: HNVRX (9 years) vs VSMAX (25 years). HNVRX (0.80) is less costly to investors than VSMAX (0.05). HNVRX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than HNVRX: VSMAX (3000) vs HNVRX (1000000). VSMAX annual gain was more profitable for investors over the last year : 9.30 vs. HNVRX (0.32). VSMAX return over 5 years is better than : 59.00 vs. HNVRX (34.24).
| HNVRX | VSMAX | HNVRX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.80 | 0.05 | 1,600% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -1.834 | 2.787 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 154B | 1% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 0.32 | 9.30 | 3% |
| Returns for 3 years | 4.09 | 24.34 | 17% |
| Returns for 5 years | 34.24 | 59.00 | 58% |
| Returns for 10 years | N/A | 125.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers