HNACX vs. FGKFX
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Fidelity Growth Company K6 Fund (FGKFX).
HNACX is managed by Harbor Funds. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNACX or FGKFX.
Correlation
The correlation between HNACX and FGKFX is 0.96, 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.
Performance
HNACX vs. FGKFX - Performance Comparison
Key characteristics
HNACX:
0.49
FGKFX:
1.27
HNACX:
0.75
FGKFX:
1.76
HNACX:
1.11
FGKFX:
1.23
HNACX:
0.49
FGKFX:
1.90
HNACX:
1.75
FGKFX:
6.62
HNACX:
6.01%
FGKFX:
3.97%
HNACX:
21.43%
FGKFX:
20.73%
HNACX:
-52.59%
FGKFX:
-41.65%
HNACX:
-11.90%
FGKFX:
-5.46%
Returns By Period
In the year-to-date period, HNACX achieves a 2.22% return, which is significantly higher than FGKFX's 0.56% return.
HNACX
2.22%
-1.98%
-0.43%
6.88%
6.93%
N/A
FGKFX
0.56%
-3.87%
6.52%
21.88%
19.51%
N/A
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HNACX vs. FGKFX - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is higher than FGKFX's 0.45% expense ratio.
Risk-Adjusted Performance
HNACX vs. FGKFX — Risk-Adjusted Performance Rank
HNACX
FGKFX
HNACX vs. FGKFX - Risk-Adjusted Performance Comparison
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.
Dividends
HNACX vs. FGKFX - Dividend Comparison
HNACX has not paid dividends to shareholders, while FGKFX's dividend yield for the trailing twelve months is around 0.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
HNACX Harbor Capital Appreciation Fund Retirement Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.37% | 0.33% | 0.24% | 0.18% |
FGKFX Fidelity Growth Company K6 Fund | 0.04% | 0.04% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 0.00% | 0.00% |
Drawdowns
HNACX vs. FGKFX - Drawdown Comparison
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.
Volatility
HNACX vs. FGKFX - Volatility Comparison
The current volatility for Harbor Capital Appreciation Fund Retirement Class (HNACX) is 5.43%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 6.89%. 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.