HMCNX vs. BRAGX
Compare and contrast key facts about Harbor Mid Cap Fund (HMCNX) and Bridgeway Aggressive Investors 1 Fund (BRAGX).
HMCNX is managed by Harbor. It was launched on Dec 2, 2019. BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
HMCNX vs. BRAGX - Performance Comparison
Loading graphics...
HMCNX vs. BRAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HMCNX Harbor Mid Cap Fund | 3.98% | 9.38% | 7.01% | 16.44% | -17.46% | 24.12% | 18.45% | 3.52% |
BRAGX Bridgeway Aggressive Investors 1 Fund | -1.02% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 3.49% |
Returns By Period
In the year-to-date period, HMCNX achieves a 3.98% return, which is significantly higher than BRAGX's -1.02% return.
HMCNX
- 1D
- 0.81%
- 1M
- -4.26%
- YTD
- 3.98%
- 6M
- 7.41%
- 1Y
- 16.45%
- 3Y*
- 10.75%
- 5Y*
- 5.49%
- 10Y*
- —
BRAGX
- 1D
- 1.33%
- 1M
- -1.26%
- YTD
- -1.02%
- 6M
- 0.76%
- 1Y
- 21.48%
- 3Y*
- 22.25%
- 5Y*
- 8.85%
- 10Y*
- 9.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HMCNX vs. BRAGX - Expense Ratio Comparison
HMCNX has a 1.24% expense ratio, which is higher than BRAGX's 0.39% expense ratio.
Return for Risk
HMCNX vs. BRAGX — Risk / Return Rank
HMCNX
BRAGX
HMCNX vs. BRAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Mid Cap Fund (HMCNX) and Bridgeway Aggressive Investors 1 Fund (BRAGX). 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.
| HMCNX | BRAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.07 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.61 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.82 | -0.43 |
Martin ratioReturn relative to average drawdown | 5.60 | 8.44 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HMCNX | BRAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.07 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.43 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.46 | -0.01 |
Correlation
The correlation between HMCNX and BRAGX 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
HMCNX vs. BRAGX - Dividend Comparison
HMCNX's dividend yield for the trailing twelve months is around 2.41%, less than BRAGX's 19.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMCNX Harbor Mid Cap Fund | 2.41% | 2.50% | 0.27% | 1.94% | 2.93% | 1.79% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.09% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
Drawdowns
HMCNX vs. BRAGX - Drawdown Comparison
The maximum HMCNX drawdown since its inception was -38.10%, smaller than the maximum BRAGX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for HMCNX and BRAGX.
Loading graphics...
Drawdown Indicators
| HMCNX | BRAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.10% | -67.04% | +28.94% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -8.08% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | -35.92% | +12.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.74% | — |
Current DrawdownCurrent decline from peak | -5.92% | -3.85% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -16.06% | +9.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.82% | +0.40% |
Volatility
HMCNX vs. BRAGX - Volatility Comparison
The current volatility for Harbor Mid Cap Fund (HMCNX) is 5.55%, while Bridgeway Aggressive Investors 1 Fund (BRAGX) has a volatility of 6.21%. This indicates that HMCNX experiences smaller price fluctuations and is considered to be less risky than BRAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HMCNX | BRAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.21% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 12.12% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.27% | 21.47% | -4.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 20.45% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 21.38% | +0.09% |