HNACX vs. VFAIX
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard Financials Index Fund Admiral Shares (VFAIX).
HNACX is managed by Harbor Funds. VFAIX is managed by Blackrock. It was launched on Feb 4, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNACX or VFAIX.
Correlation
The correlation between HNACX and VFAIX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HNACX vs. VFAIX - Performance Comparison
Key characteristics
HNACX:
0.53
VFAIX:
2.12
HNACX:
0.80
VFAIX:
3.06
HNACX:
1.12
VFAIX:
1.40
HNACX:
0.53
VFAIX:
4.11
HNACX:
1.90
VFAIX:
12.34
HNACX:
5.97%
VFAIX:
2.63%
HNACX:
21.31%
VFAIX:
15.32%
HNACX:
-52.59%
VFAIX:
-78.64%
HNACX:
-9.80%
VFAIX:
-1.75%
Returns By Period
In the year-to-date period, HNACX achieves a 4.65% return, which is significantly lower than VFAIX's 6.02% return.
HNACX
4.65%
1.98%
2.99%
13.83%
7.44%
N/A
VFAIX
6.02%
1.00%
18.51%
32.90%
12.85%
12.08%
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HNACX vs. VFAIX - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is higher than VFAIX's 0.10% expense ratio.
Risk-Adjusted Performance
HNACX vs. VFAIX — Risk-Adjusted Performance Rank
HNACX
VFAIX
HNACX vs. VFAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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. VFAIX - Dividend Comparison
HNACX has not paid dividends to shareholders, while VFAIX's dividend yield for the trailing twelve months is around 1.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
VFAIX Vanguard Financials Index Fund Admiral Shares | 1.65% | 1.75% | 2.08% | 2.30% | 1.87% | 2.22% | 2.17% | 2.30% | 1.54% | 1.64% | 2.00% | 1.86% |
Drawdowns
HNACX vs. VFAIX - Drawdown Comparison
The maximum HNACX drawdown since its inception was -52.59%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for HNACX and VFAIX. For additional features, visit the drawdowns tool.
Volatility
HNACX vs. VFAIX - Volatility Comparison
Harbor Capital Appreciation Fund Retirement Class (HNACX) has a higher volatility of 5.14% compared to Vanguard Financials Index Fund Admiral Shares (VFAIX) at 3.17%. This indicates that HNACX's price experiences larger fluctuations and is considered to be riskier than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.