FAGCX vs. HACAX

In the year-to-date period, FAGCX achieves a 2.07% return, which is significantly higher than HACAX's 0.94% return. Over the past 10 years, FAGCX has outperformed HACAX with an annualized return of 12.06%, while HACAX has yielded a comparatively lower 8.42% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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 2.00, which is higher than the HACAX Sharpe Ratio of 1.26. 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 10.77%.

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.

The current volatility for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) is 6.98%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 11.38%. This indicates that FAGCX experiences smaller price fluctuations and is considered to be less risky than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.