Harbor Small Cap Growth Fund (HASGX) Alternatives
Harbor Small Cap Growth Fund (HASGX) belongs to the Small 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 HASGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HASGX
HASGX charges 0.87% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among HASGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | HASGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | HASGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | HASGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | HASGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | HASGX vs VISGX |
Best Risk-Adjusted Alternatives to HASGX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | HASGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | HASGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | HASGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | HASGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | HASGX vs HRSMX |
Top Performing HASGX Alternatives (YTD)
HASGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | HASGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | HASGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | HASGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | HASGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | HASGX vs OBMCX |
Lowest Volatility Alternatives to HASGX
HASGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | HASGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | HASGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | HASGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | HASGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | HASGX vs ETEGX |
Lowest Drawdown Alternatives to HASGX
HASGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | HASGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | HASGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | HASGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | HASGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | HASGX vs CTSIX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 15 | -14.13% | Dec 29, 1987 | HASGX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HASGX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HASGX vs HAINX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 60 | -0.23% | Dec 29, 1987 | HASGX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 70 | 2.65% | Mar 1, 2002 | HASGX vs HAMVX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HASGX vs HACBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 8.12% | Dec 14, 2001 | HASGX vs HASCX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 17 | -3.93% | Dec 29, 1987 | HASGX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HASGX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 38 | 0.58% | Dec 2, 2019 | HASGX vs HMCNX |
Often Compared With HASGX
What investors most often compare with HASGX, based on PortfoliosLab usage data.
Compare HASGX with Any Fund or Stock
Compare HASGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.