FAGCX vs. HACAX

In the year-to-date period, FAGCX achieves a -7.58% return, which is significantly lower than HACAX's -4.79% return. Over the past 10 years, FAGCX has outperformed HACAX with an annualized return of 10.24%, while HACAX has yielded a comparatively lower 5.64% annualized return.

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FAGCX has a 0.79% expense ratio, which is higher than HACAX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Harbor Capital Appreciation Fund Class I (HACAX). 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.

The current FAGCX Sharpe Ratio is 0.44, which is higher than the HACAX Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of FAGCX and HACAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAGCX has not paid dividends to shareholders, while HACAX's dividend yield for the trailing twelve months is around 11.42%.

The maximum FAGCX drawdown since its inception was -65.09%, smaller than the maximum HACAX drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for FAGCX and HACAX. For additional features, visit the drawdowns tool.