HASCX vs. VTSAX
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASCX or VTSAX.
Correlation
The correlation between HASCX and VTSAX is 0.89, 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. VTSAX - Performance Comparison
Key characteristics
HASCX:
0.60
VTSAX:
1.77
HASCX:
0.99
VTSAX:
2.39
HASCX:
1.12
VTSAX:
1.32
HASCX:
0.60
VTSAX:
2.68
HASCX:
2.63
VTSAX:
10.60
HASCX:
4.23%
VTSAX:
2.17%
HASCX:
18.37%
VTSAX:
12.99%
HASCX:
-61.23%
VTSAX:
-55.34%
HASCX:
-8.68%
VTSAX:
0.00%
Returns By Period
In the year-to-date period, HASCX achieves a -0.26% return, which is significantly lower than VTSAX's 4.62% return. Over the past 10 years, HASCX has underperformed VTSAX with an annualized return of 4.90%, while VTSAX has yielded a comparatively higher 12.68% annualized return.
HASCX
-0.26%
-5.31%
2.78%
12.24%
4.35%
4.90%
VTSAX
4.62%
2.32%
10.30%
24.44%
14.05%
12.68%
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HASCX vs. VTSAX - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
HASCX vs. VTSAX — Risk-Adjusted Performance Rank
HASCX
VTSAX
HASCX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 0.62%, less than VTSAX's 1.20% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
HASCX vs. VTSAX - Drawdown Comparison
The maximum HASCX drawdown since its inception was -61.23%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for HASCX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
HASCX vs. VTSAX - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 3.74% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 2.93%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.