FDEGX vs. HAMVX
FDEGX (Fidelity Growth Strategies Fund) and HAMVX (Harbor Mid Cap Value Fund) are both mutual funds - FDEGX is a Mid Cap Growth Equities fund actively managed by Fidelity, while HAMVX is a Mid Cap Value Equities fund managed by Harbor. Over the past 10 years, FDEGX returned 11.32%/yr vs 11.00%/yr for HAMVX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. FDEGX charges 0.69%/yr vs 0.85%/yr for HAMVX.
Performance
FDEGX vs. HAMVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FDEGX achieves a 4.13% return, which is significantly lower than HAMVX's 23.67% return. Both investments have delivered pretty close results over the past 10 years, with FDEGX having a 11.32% annualized return and HAMVX not far behind at 11.00%.
FDEGX
- 1D
- 0.48%
- 1M
- -6.20%
- 6M
- 3.37%
- YTD
- 4.13%
- 1Y
- -5.01%
- 3Y*
- 11.67%
- 5Y*
- 4.78%
- 10Y*
- 11.32%
- ALL TIME*
- 9.44%
HAMVX
- 1D
- -0.38%
- 1M
- 3.19%
- 6M
- 16.15%
- YTD
- 23.67%
- 1Y
- 40.57%
- 3Y*
- 19.08%
- 5Y*
- 13.13%
- 10Y*
- 11.00%
- ALL TIME*
- 8.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FDEGX vs. HAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 4.13% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
HAMVX Harbor Mid Cap Value Fund | 23.67% | 16.00% | 12.10% | 16.42% | -5.63% | 29.93% | -3.77% | 22.93% | -17.82% | 12.01% |
Correlation
The correlation between FDEGX and HAMVX is 0.59, 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. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2002 | 0.80 |
Over the past year, the correlation between FDEGX and HAMVX has dropped to 0.59 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FDEGX vs. HAMVX — Risk / Return Rank
FDEGX
HAMVX
FDEGX vs. HAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) and Harbor Mid Cap Value Fund (HAMVX). 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.
| FDEGX | HAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.29 | ||
| Sortino ratioReturn per unit of downside risk | -4.60 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.54 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 5.71 | -6.04 |
| Martin ratioReturn relative to average drawdown | -0.80 | 21.43 | -22.23 |
Loading charts...
Drawdowns
FDEGX vs. HAMVX - Drawdown Comparison
The maximum FDEGX drawdown since its inception was -85.96%, which is greater than HAMVX's maximum drawdown of -64.17%. Use the drawdown chart below to compare losses from any high point for FDEGX and HAMVX.
Loading charts...
Drawdown Indicators
| FDEGX | HAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.96% | -64.17% | -21.79% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -6.84% | -13.61% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -21.04% | -5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -21.04% | -15.58% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -51.44% | +14.82% |
Current DrawdownCurrent decline from peak | -10.69% | -1.31% | -9.38% |
Average DrawdownAverage peak-to-trough decline | -36.68% | -9.92% | -26.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.45% | 1.82% | +6.63% |
Volatility
FDEGX vs. HAMVX - Volatility Comparison
Fidelity Growth Strategies Fund (FDEGX) has a higher volatility of 7.75% compared to Harbor Mid Cap Value Fund (HAMVX) at 2.99%. This indicates that FDEGX's price experiences larger fluctuations and is considered to be riskier than HAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FDEGX | HAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 2.99% | +4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 18.44% | 8.88% | +9.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 13.02% | +11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.73% | 18.59% | +5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 21.80% | +0.43% |
FDEGX vs. HAMVX - Expense Ratio Comparison
FDEGX has a 0.69% expense ratio, which is lower than HAMVX's 0.85% expense ratio.
Dividends
FDEGX vs. HAMVX - Dividend Comparison
FDEGX has not paid dividends to shareholders, while HAMVX's dividend yield for the trailing twelve months is around 7.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
HAMVX Harbor Mid Cap Value Fund | 7.01% | 8.67% | 5.77% | 7.20% | 8.24% | 1.27% | 2.35% | 3.10% | 8.41% | 3.84% | 3.06% | 3.30% |
Frequently Asked Questions
FDEGX and HAMVX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDEGX has higher volatility (7.75%) compared to HAMVX (2.99%). In terms of maximum drawdown, FDEGX dropped -85.96% vs HAMVX's -64.17%.
HAMVX currently has the higher Sharpe Ratio (3.00 vs -0.28), 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.
Find the right allocation for FDEGX and HAMVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer