HNACX vs. VFIAX
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
HNACX is managed by Harbor Funds. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNACX or VFIAX.
Correlation
The correlation between HNACX and VFIAX is 0.87, 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. VFIAX - Performance Comparison
Key characteristics
HNACX:
0.55
VFIAX:
1.86
HNACX:
0.82
VFIAX:
2.51
HNACX:
1.12
VFIAX:
1.34
HNACX:
0.55
VFIAX:
2.81
HNACX:
1.97
VFIAX:
11.66
HNACX:
5.94%
VFIAX:
2.04%
HNACX:
21.35%
VFIAX:
12.77%
HNACX:
-52.59%
VFIAX:
-55.20%
HNACX:
-8.99%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, HNACX achieves a 5.60% return, which is significantly higher than VFIAX's 4.63% return.
HNACX
5.60%
4.00%
2.28%
14.17%
7.64%
N/A
VFIAX
4.63%
2.57%
10.00%
25.10%
14.76%
13.28%
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HNACX vs. VFIAX - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
HNACX vs. VFIAX — Risk-Adjusted Performance Rank
HNACX
VFIAX
HNACX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
HNACX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.18%.
| 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HNACX vs. VFIAX - Drawdown Comparison
The maximum HNACX drawdown since its inception was -52.59%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HNACX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
HNACX vs. VFIAX - Volatility Comparison
Harbor Capital Appreciation Fund Retirement Class (HNACX) has a higher volatility of 5.12% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.07%. This indicates that HNACX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.