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HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$44.93
Change+$0.85 (+1.93%)
VolumeN/A
Net Assets2.12B
Vanguard Small Cap Index Admiral Shares
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
HNVRX vs VSMAX Comparison Chart in %
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HNVRX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. HNVRX (2.12B). VSMAX pays higher dividends than HNVRX: VSMAX (1.32) vs HNVRX (0.68). HNVRX was incepted earlier than VSMAX: HNVRX (10 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 : -0.85 vs. HNVRX (-4.78). VSMAX return over 5 years is better than : 41.14 vs. HNVRX (18.18).
| 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 | 10 years | 25 years | - |
| Gain YTD | 3.293 | 7.123 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 162B | 1% |
| Annual Yield % from dividends | 0.68 | 1.32 | 51% |
| Returns for 1 year | -4.78 | -0.85 | 563% |
| Returns for 3 years | 8.93 | 32.17 | 28% |
| Returns for 5 years | 18.18 | 41.14 | 44% |
| Returns for 10 years | N/A | 132.03 | - |
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