HASGX vs. PXQSX
Compare and contrast key facts about Harbor Small Cap Growth Fund (HASGX) and Virtus KAR Small-Cap Value Fund (PXQSX).
HASGX is managed by Harbor. It was launched on Nov 1, 2000. PXQSX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
HASGX vs. PXQSX - Performance Comparison
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HASGX vs. PXQSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | 0.58% | 11.44% | 9.34% | 22.20% | -25.60% | 9.40% | 38.54% | 42.39% | -11.37% | 24.71% |
PXQSX Virtus KAR Small-Cap Value Fund | 0.43% | -4.50% | 9.63% | 19.10% | -24.29% | 19.50% | 28.16% | 24.87% | -15.95% | 18.90% |
Returns By Period
In the year-to-date period, HASGX achieves a 0.58% return, which is significantly higher than PXQSX's 0.43% return. Over the past 10 years, HASGX has outperformed PXQSX with an annualized return of 11.71%, while PXQSX has yielded a comparatively lower 7.85% annualized return.
HASGX
- 1D
- 4.59%
- 1M
- -7.47%
- YTD
- 0.58%
- 6M
- 3.57%
- 1Y
- 25.38%
- 3Y*
- 11.60%
- 5Y*
- 2.89%
- 10Y*
- 11.71%
PXQSX
- 1D
- 2.17%
- 1M
- -7.60%
- YTD
- 0.43%
- 6M
- -1.93%
- 1Y
- -0.65%
- 3Y*
- 6.85%
- 5Y*
- -0.34%
- 10Y*
- 7.85%
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HASGX vs. PXQSX - Expense Ratio Comparison
HASGX has a 0.87% expense ratio, which is lower than PXQSX's 0.96% expense ratio.
Return for Risk
HASGX vs. PXQSX — Risk / Return Rank
HASGX
PXQSX
HASGX vs. PXQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and Virtus KAR Small-Cap Value Fund (PXQSX). 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.
| HASGX | PXQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.01 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.57 | 0.16 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.02 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.06 | +1.57 |
Martin ratioReturn relative to average drawdown | 6.44 | 0.13 | +6.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HASGX | PXQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.01 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.02 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.39 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.36 | +0.04 |
Correlation
The correlation between HASGX and PXQSX is 0.86, 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.
Dividends
HASGX vs. PXQSX - Dividend Comparison
HASGX's dividend yield for the trailing twelve months is around 1.12%, less than PXQSX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | 1.12% | 1.13% | 3.53% | 0.03% | 4.80% | 27.66% | 7.21% | 3.44% | 27.29% | 10.10% | 0.47% | 13.13% |
PXQSX Virtus KAR Small-Cap Value Fund | 5.79% | 5.81% | 4.90% | 2.99% | 3.37% | 1.76% | 0.82% | 0.80% | 2.54% | 5.32% | 8.89% | 7.58% |
Drawdowns
HASGX vs. PXQSX - Drawdown Comparison
The maximum HASGX drawdown since its inception was -54.33%, roughly equal to the maximum PXQSX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for HASGX and PXQSX.
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Drawdown Indicators
| HASGX | PXQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.33% | -55.56% | +1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -13.25% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -34.17% | -31.49% | -2.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.53% | -37.65% | -0.88% |
Current DrawdownCurrent decline from peak | -8.94% | -13.69% | +4.75% |
Average DrawdownAverage peak-to-trough decline | -10.23% | -10.29% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 5.85% | -2.29% |
Volatility
HASGX vs. PXQSX - Volatility Comparison
Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 9.36% compared to Virtus KAR Small-Cap Value Fund (PXQSX) at 5.71%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than PXQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HASGX | PXQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.36% | 5.71% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.54% | 11.75% | +3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.72% | 19.73% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.22% | 20.22% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.06% | 20.45% | +2.61% |