HAINX vs. PRWCX
Compare and contrast key facts about Harbor International Fund (HAINX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
HAINX is managed by Harbor. It was launched on Dec 29, 1987. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAINX or PRWCX.
Correlation
The correlation between HAINX and PRWCX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HAINX vs. PRWCX - Performance Comparison
Key characteristics
HAINX:
0.55
PRWCX:
0.76
HAINX:
0.86
PRWCX:
1.16
HAINX:
1.12
PRWCX:
1.16
HAINX:
0.31
PRWCX:
0.90
HAINX:
1.93
PRWCX:
4.04
HAINX:
4.85%
PRWCX:
2.11%
HAINX:
17.03%
PRWCX:
11.25%
HAINX:
-62.61%
PRWCX:
-41.77%
HAINX:
-20.68%
PRWCX:
-3.76%
Returns By Period
In the year-to-date period, HAINX achieves a 9.20% return, which is significantly higher than PRWCX's -0.29% return. Over the past 10 years, HAINX has underperformed PRWCX with an annualized return of -1.54%, while PRWCX has yielded a comparatively higher 10.20% annualized return.
HAINX
9.20%
0.77%
5.45%
9.57%
11.80%
-1.54%
PRWCX
-0.29%
-0.14%
-0.32%
8.56%
11.51%
10.20%
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HAINX vs. PRWCX - Expense Ratio Comparison
HAINX has a 0.77% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
HAINX vs. PRWCX — Risk-Adjusted Performance Rank
HAINX
PRWCX
HAINX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Fund (HAINX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
HAINX vs. PRWCX - Dividend Comparison
HAINX's dividend yield for the trailing twelve months is around 3.54%, more than PRWCX's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | 3.54% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 2.46% | 1.84% | 1.99% | 1.82% | 2.19% |
PRWCX T. Rowe Price Capital Appreciation Fund | 2.33% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
Drawdowns
HAINX vs. PRWCX - Drawdown Comparison
The maximum HAINX drawdown since its inception was -62.61%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for HAINX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
HAINX vs. PRWCX - Volatility Comparison
Harbor International Fund (HAINX) has a higher volatility of 10.80% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 8.14%. This indicates that HAINX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.