HACAX vs. VITAX
Compare and contrast key facts about Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
HACAX is managed by Harbor Funds. It was launched on Dec 29, 1987. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HACAX or VITAX.
Correlation
The correlation between HACAX and VITAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HACAX vs. VITAX - Performance Comparison
Key characteristics
HACAX:
-0.24
VITAX:
0.23
HACAX:
-0.17
VITAX:
0.46
HACAX:
0.98
VITAX:
1.06
HACAX:
-0.24
VITAX:
0.35
HACAX:
-0.63
VITAX:
0.94
HACAX:
8.73%
VITAX:
5.96%
HACAX:
22.66%
VITAX:
24.09%
HACAX:
-68.72%
VITAX:
-54.81%
HACAX:
-21.33%
VITAX:
-14.69%
Returns By Period
In the year-to-date period, HACAX achieves a -8.68% return, which is significantly higher than VITAX's -11.16% return. Over the past 10 years, HACAX has underperformed VITAX with an annualized return of 5.41%, while VITAX has yielded a comparatively higher 19.24% annualized return.
HACAX
-8.68%
-6.17%
-11.34%
-4.66%
10.42%
5.41%
VITAX
-11.16%
-4.48%
-3.94%
6.77%
23.21%
19.24%
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HACAX vs. VITAX - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
HACAX vs. VITAX — Risk-Adjusted Performance Rank
HACAX
VITAX
HACAX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
Dividends
HACAX vs. VITAX - Dividend Comparison
HACAX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.24% | 0.16% | 0.11% | 0.08% | 0.08% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
HACAX vs. VITAX - Drawdown Comparison
The maximum HACAX drawdown since its inception was -68.72%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for HACAX and VITAX. For additional features, visit the drawdowns tool.
Volatility
HACAX vs. VITAX - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX) have volatilities of 8.77% and 8.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.