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HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$48.54
Change+$5.72 (+13.36%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
HNVRX vs VSMAX Comparison Chart in %
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HNVRX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. HNVRX (2.29B). VSMAX pays higher dividends than HNVRX: VSMAX (1.27) vs HNVRX (0.61). 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). VSMAX is a more actively managed with annual turnover of: 13.00 vs. HNVRX (8.00). VSMAX has a lower initial minimum investment than HNVRX: VSMAX (3000) vs HNVRX (1000000). HNVRX annual gain was more profitable for investors over the last year : 13.96 vs. VSMAX (10.71). VSMAX return over 5 years is better than : 31.93 vs. HNVRX (18.61).
| 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 | 13.650 | 5.535 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 162B | 1% |
| Annual Yield % from dividends | 0.61 | 1.27 | 48% |
| Returns for 1 year | 13.96 | 10.71 | 130% |
| Returns for 3 years | 22.12 | 33.11 | 67% |
| Returns for 5 years | 18.61 | 31.93 | 58% |
| Returns for 10 years | N/A | 186.87 | - |
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