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HNVRX vs VSMAX
HNVRX vs VSMAX Comparison
Open Charts HNVRX vs VSMAX
Harbor Small Cap Value Retirement
Price$41.67
Change+$0.06 (+0.14%)
VolumeN/A
Net Assets2.19B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
HNVRX vs VSMAX Comparison Chart in %
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HNVRX vs. VSMAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. HNVRX (2.19B). VSMAX pays higher dividends than HNVRX: VSMAX (1.40) 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 : 8.49 vs. HNVRX (-1.65). VSMAX return over 5 years is better than : 66.87 vs. HNVRX (40.69).
| 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 | -1.999 | 2.804 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 153B | 1% |
| Annual Yield % from dividends | 0.73 | 1.40 | 53% |
| Returns for 1 year | -1.65 | 8.49 | -19% |
| Returns for 3 years | 10.25 | 34.27 | 30% |
| Returns for 5 years | 40.69 | 66.87 | 61% |
| Returns for 10 years | N/A | 115.21 | - |
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