HNACX vs. FCNTX

In the year-to-date period, HNACX achieves a 0.31% return, which is significantly lower than FCNTX's 3.00% return.

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HNACX has a 0.57% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Fidelity Contrafund Fund (FCNTX). 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 HNACX Sharpe Ratio is 0.20, which is lower than the FCNTX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of HNACX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HNACX's dividend yield for the trailing twelve months is around 10.80%, more than FCNTX's 4.82% yield.

The maximum HNACX drawdown since its inception was -52.59%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for HNACX and FCNTX. For additional features, visit the drawdowns tool.

Harbor Capital Appreciation Fund Retirement Class (HNACX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 7.37% and 7.03%, 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.