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HSVRX vs NAESX
HSVRX vs NAESX Comparison
Open Charts HSVRX vs NAESX
Harbor Small Cap Value Admin
Price$42.33
Change-$0.69 (-1.60%)
VolumeN/A
Net Assets2.05B
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
HSVRX vs NAESX Comparison Chart in %
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HSVRX vs. NAESX 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 HSVRX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HSVRX (2.05B). NAESX pays higher dividends than HSVRX: NAESX (1.22) vs HSVRX (0.27). HSVRX was incepted earlier than NAESX: HSVRX (23 years) vs NAESX (65 years). HSVRX (1.13) is less costly to investors than NAESX (0.17). HSVRX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HSVRX: NAESX (3000) vs HSVRX (50000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. HSVRX (-4.71). NAESX return over 5 years is better than : 48.22 vs. HSVRX (20.71).
| HSVRX | NAESX | HSVRX / NAESX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 1.702 | 6.726 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 162B | 1% |
| Annual Yield % from dividends | 0.27 | 1.22 | 22% |
| Returns for 1 year | -4.71 | 1.42 | -331% |
| Returns for 3 years | 7.63 | 33.14 | 23% |
| Returns for 5 years | 20.71 | 48.22 | 43% |
| Returns for 10 years | 68.50 | 137.58 | 50% |
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