BRAGX vs. HMCNX
BRAGX (Bridgeway Aggressive Investors 1 Fund) and HMCNX (Harbor Mid Cap Fund) are both Mid Cap Blend Equities funds. Over the past 5 years, BRAGX returned 10.23%/yr vs 6.60%/yr for HMCNX. Their correlation of 0.86 means they have usually moved in the same direction. BRAGX charges 0.39%/yr vs 1.24%/yr for HMCNX.
Performance
BRAGX vs. HMCNX - Performance Comparison
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Returns By Period
In the year-to-date period, BRAGX achieves a 11.01% return, which is significantly lower than HMCNX's 13.54% return.
BRAGX
- 1D
- 0.00%
- 1M
- -0.48%
- 6M
- 10.15%
- YTD
- 11.01%
- 1Y
- 21.52%
- 3Y*
- 23.20%
- 5Y*
- 10.23%
- 10Y*
- 10.39%
- ALL TIME*
- 11.64%
HMCNX
- 1D
- 0.34%
- 1M
- -1.23%
- 6M
- 7.41%
- YTD
- 13.54%
- 1Y
- 23.52%
- 3Y*
- 11.51%
- 5Y*
- 6.60%
- 10Y*
- —
- ALL TIME*
- 10.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
HMCNX Harbor Mid Cap Fund | $0.00 | $0.00 | $0.00 |
BRAGX vs. HMCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 11.01% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 2.30% |
HMCNX Harbor Mid Cap Fund | 13.54% | 9.38% | 7.01% | 16.44% | -17.46% | 24.12% | 18.45% | 3.52% |
Correlation
The correlation between BRAGX and HMCNX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2019 | 0.86 |
The correlation between BRAGX and HMCNX shifts across timeframes, from 0.75 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BRAGX vs. HMCNX — Risk / Return Rank
BRAGX
HMCNX
BRAGX vs. HMCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Harbor Mid Cap Fund (HMCNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRAGX | HMCNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 2.31 | +0.07 |
| Martin ratioReturn relative to average drawdown | 8.96 | 9.05 | -0.09 |
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Drawdowns
BRAGX vs. HMCNX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than HMCNX's maximum drawdown of -38.10%. Use the drawdown chart below to compare losses from any high point for BRAGX and HMCNX.
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Drawdown Indicators
| BRAGX | HMCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -38.10% | -28.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.08% | -9.00% | +0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -20.80% | -2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -23.82% | -12.10% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | — | — |
Current DrawdownCurrent decline from peak | -2.51% | -2.53% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -15.90% | -6.76% | -9.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.31% | -0.17% |
Volatility
BRAGX vs. HMCNX - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 3.69% compared to Harbor Mid Cap Fund (HMCNX) at 3.19%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than HMCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRAGX | HMCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 3.19% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 10.88% | +0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.53% | 14.49% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.53% | 17.07% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 21.17% | +0.15% |
BRAGX vs. HMCNX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than HMCNX's 1.24% expense ratio.
Dividends
BRAGX vs. HMCNX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 29.23%, more than HMCNX's 2.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 29.23% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
HMCNX Harbor Mid Cap Fund | 2.20% | 2.50% | 0.27% | 1.94% | 2.93% | 1.79% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BRAGX and HMCNX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRAGX has higher volatility (3.69%) compared to HMCNX (3.19%). In terms of maximum drawdown, BRAGX dropped -67.04% vs HMCNX's -38.10%.
HMCNX currently has the higher Sharpe Ratio (1.44 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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