Harbor Capital Appreciation Fund Class I (HACAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HACAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HACAX
HACAX charges 0.71% annually. There are 140 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | HACAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | HACAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HACAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | HACAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | HACAX vs VIGAX |
Best Risk-Adjusted Alternatives to HACAX
HACAX has a PortfoliosLab risk / return rank of 12. There are 320 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | HACAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | HACAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | HACAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | HACAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | HACAX vs FOCPX |
Top Performing HACAX Alternatives (YTD)
HACAX is at 3.75% YTD. There are 279 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | HACAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | HACAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | HACAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | HACAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | HACAX vs POGRX |
Lowest Volatility Alternatives to HACAX
HACAX has 17.30% 1-year volatility. There are 263 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | HACAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | HACAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | HACAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | HACAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | HACAX vs GQEPX |
Lowest Drawdown Alternatives to HACAX
HACAX has a 1-year max drawdown of -17.96%. There are 339 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HACAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HACAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HACAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HACAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HACAX vs DNVYX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HNACX, HAINX, HASCX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 12 | 3.79% | — | — | HACAX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 6.22% | — | Dec 1987 | HACAX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 85 | 33.41% | — | Dec 2001 | HACAX vs HASCX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 48 | 20.58% | — | Nov 2000 | HACAX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 25 | 0.58% | — | Dec 1987 | HACAX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 88 | 17.38% | — | Mar 2002 | HACAX vs HAMVX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.42% | — | Jun 2018 | HACAX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 12 | 1.12% | — | Dec 1987 | HACAX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 65 | 17.09% | — | Mar 2019 | HACAX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 63 | 16.17% | — | Dec 2019 | HACAX vs HMCNX |
Often Compared With HACAX
Investors most often compare HACAX with SPGP, FXAIX, VOOV. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare HACAX with Any Fund or Stock
Compare HACAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HACAX with funds that move differently
Harbor Capital Appreciation Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HACAX.
Explore HACAX Diversifiers