HASGX vs. FCPGX

The year-to-date returns for both stocks are quite close, with HASGX having a 2.72% return and FCPGX slightly lower at 2.69%. Over the past 10 years, HASGX has underperformed FCPGX with an annualized return of -0.04%, while FCPGX has yielded a comparatively higher 6.44% annualized return.

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HASGX has a 0.87% expense ratio, which is lower than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and Fidelity Small Cap Growth Fund (FCPGX). 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.

The current HASGX Sharpe Ratio is 0.20, which is lower than the FCPGX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of HASGX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HASGX's dividend yield for the trailing twelve months is around 0.45%, less than FCPGX's 0.93% yield.

The maximum HASGX drawdown since its inception was -61.90%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for HASGX and FCPGX. For additional features, visit the drawdowns tool.

Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 5.52% compared to Fidelity Small Cap Growth Fund (FCPGX) at 4.75%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.