HIISX vs. MECIX
Compare and contrast key facts about Harbor International Small Cap Fund (HIISX) and AMG GW&K International Small Cap Fund (MECIX).
HIISX is managed by Harbor. It was launched on Jan 31, 2016. MECIX is managed by AMG. It was launched on Jun 24, 1993.
Performance
HIISX vs. MECIX - Performance Comparison
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HIISX vs. MECIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIISX Harbor International Small Cap Fund | 0.84% | 24.37% | -1.12% | 8.90% | -8.70% | 16.70% | 7.75% | 21.61% | -19.71% | 37.11% |
MECIX AMG GW&K International Small Cap Fund | -0.13% | 16.57% | 2.15% | 6.23% | -20.34% | 2.33% | 1.72% | 9.90% | -6.00% | 21.39% |
Returns By Period
In the year-to-date period, HIISX achieves a 0.84% return, which is significantly higher than MECIX's -0.13% return.
HIISX
- 1D
- 2.35%
- 1M
- -6.61%
- YTD
- 0.84%
- 6M
- 2.92%
- 1Y
- 19.37%
- 3Y*
- 8.74%
- 5Y*
- 5.19%
- 10Y*
- —
MECIX
- 1D
- 2.38%
- 1M
- -7.34%
- YTD
- -0.13%
- 6M
- -0.76%
- 1Y
- 16.60%
- 3Y*
- 5.87%
- 5Y*
- -0.07%
- 10Y*
- 5.53%
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HIISX vs. MECIX - Expense Ratio Comparison
HIISX has a 1.32% expense ratio, which is higher than MECIX's 0.99% expense ratio.
Return for Risk
HIISX vs. MECIX — Risk / Return Rank
HIISX
MECIX
HIISX vs. MECIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Small Cap Fund (HIISX) and AMG GW&K International Small Cap Fund (MECIX). 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.
| HIISX | MECIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.09 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.45 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.34 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.31 | 4.79 | +0.52 |
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
| HIISX | MECIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.09 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | -0.01 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.42 | +0.09 |
Correlation
The correlation between HIISX and MECIX is 0.74, 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
HIISX vs. MECIX - Dividend Comparison
HIISX's dividend yield for the trailing twelve months is around 8.84%, while MECIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIISX Harbor International Small Cap Fund | 8.84% | 8.91% | 4.71% | 1.84% | 2.22% | 6.97% | 0.93% | 2.35% | 3.78% | 0.99% |
MECIX AMG GW&K International Small Cap Fund | 0.00% | 0.00% | 2.06% | 1.51% | 1.34% | 0.68% | 0.00% | 0.02% | 9.02% | 0.00% |
Drawdowns
HIISX vs. MECIX - Drawdown Comparison
The maximum HIISX drawdown since its inception was -42.19%, smaller than the maximum MECIX drawdown of -68.42%. Use the drawdown chart below to compare losses from any high point for HIISX and MECIX.
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Drawdown Indicators
| HIISX | MECIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.19% | -68.42% | +26.23% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -10.60% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.11% | -37.38% | +11.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.20% | — |
Current DrawdownCurrent decline from peak | -8.30% | -9.56% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -8.97% | -14.27% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 3.10% | +0.25% |
Volatility
HIISX vs. MECIX - Volatility Comparison
Harbor International Small Cap Fund (HIISX) and AMG GW&K International Small Cap Fund (MECIX) have volatilities of 5.97% and 6.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIISX | MECIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 6.22% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 10.76% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 15.34% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 14.75% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.27% | 19.30% | -3.03% |