HASCX vs. VDIGX
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and Vanguard Dividend Growth Fund (VDIGX).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASCX or VDIGX.
Correlation
The correlation between HASCX and VDIGX is 0.80, 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
HASCX vs. VDIGX - Performance Comparison
Key characteristics
HASCX:
0.66
VDIGX:
-0.12
HASCX:
1.06
VDIGX:
-0.06
HASCX:
1.13
VDIGX:
0.99
HASCX:
0.62
VDIGX:
-0.10
HASCX:
3.00
VDIGX:
-0.31
HASCX:
4.12%
VDIGX:
4.93%
HASCX:
18.53%
VDIGX:
13.07%
HASCX:
-61.23%
VDIGX:
-46.89%
HASCX:
-7.69%
VDIGX:
-11.40%
Returns By Period
In the year-to-date period, HASCX achieves a 0.82% return, which is significantly lower than VDIGX's 2.40% return. Over the past 10 years, HASCX has underperformed VDIGX with an annualized return of 5.07%, while VDIGX has yielded a comparatively higher 6.58% annualized return.
HASCX
0.82%
-0.79%
4.15%
13.64%
4.28%
5.07%
VDIGX
2.40%
3.49%
-6.23%
-1.35%
4.82%
6.58%
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HASCX vs. VDIGX - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
HASCX vs. VDIGX — Risk-Adjusted Performance Rank
HASCX
VDIGX
HASCX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and Vanguard Dividend Growth Fund (VDIGX). 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
HASCX vs. VDIGX - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 0.62%, less than VDIGX's 1.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 0.62% | 0.62% | 0.69% | 0.33% | 0.10% | 0.43% | 0.50% | 0.45% | 0.09% | 0.36% | 0.38% | 0.22% |
VDIGX Vanguard Dividend Growth Fund | 1.83% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
HASCX vs. VDIGX - Drawdown Comparison
The maximum HASCX drawdown since its inception was -61.23%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for HASCX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
HASCX vs. VDIGX - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 4.06% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.16%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.