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:
0.87
VITAX:
1.45
HACAX:
1.21
VITAX:
1.94
HACAX:
1.18
VITAX:
1.25
HACAX:
0.78
VITAX:
2.08
HACAX:
3.62
VITAX:
7.34
HACAX:
5.18%
VITAX:
4.32%
HACAX:
21.43%
VITAX:
21.91%
HACAX:
-68.72%
VITAX:
-54.81%
HACAX:
-12.52%
VITAX:
-3.04%
Returns By Period
In the year-to-date period, HACAX achieves a 1.54% return, which is significantly higher than VITAX's 0.96% return. Over the past 10 years, HACAX has underperformed VITAX with an annualized return of 7.04%, while VITAX has yielded a comparatively higher 20.92% annualized return.
HACAX
1.54%
0.29%
-0.35%
15.10%
7.50%
7.04%
VITAX
0.96%
-0.59%
7.81%
26.39%
20.29%
20.92%
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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 0.59%.
| 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 | 0.59% | 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) has a higher volatility of 11.32% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 6.81%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.