HNACX vs. FGKFX

In the year-to-date period, HNACX achieves a -5.41% return, which is significantly higher than FGKFX's -10.00% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HNACX has a 0.57% expense ratio, which is higher than FGKFX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Fidelity Growth Company K6 Fund (FGKFX). 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 0.04, which is lower than the FGKFX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of HNACX and FGKFX, 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 has not paid dividends to shareholders, while FGKFX's dividend yield for the trailing twelve months is around 0.05%.

The maximum HNACX drawdown since its inception was -52.59%, which is greater than FGKFX's maximum drawdown of -41.65%. Use the drawdown chart below to compare losses from any high point for HNACX and FGKFX. For additional features, visit the drawdowns tool.

The current volatility for Harbor Capital Appreciation Fund Retirement Class (HNACX) is 13.40%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 14.24%. This indicates that HNACX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.