OIGAX vs. HNACX
Compare and contrast key facts about Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Harbor Capital Appreciation Fund Retirement Class (HNACX).
OIGAX is managed by Invesco. It was launched on Mar 25, 1996. HNACX is managed by Harbor Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OIGAX or HNACX.
Correlation
The correlation between OIGAX and HNACX is 0.72, 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
OIGAX vs. HNACX - Performance Comparison
Key characteristics
OIGAX:
-0.39
HNACX:
0.56
OIGAX:
-0.39
HNACX:
0.84
OIGAX:
0.94
HNACX:
1.12
OIGAX:
-0.16
HNACX:
0.56
OIGAX:
-0.84
HNACX:
2.07
OIGAX:
8.27%
HNACX:
5.81%
OIGAX:
17.89%
HNACX:
21.48%
OIGAX:
-68.90%
HNACX:
-52.59%
OIGAX:
-38.76%
HNACX:
-9.67%
Returns By Period
The year-to-date returns for both investments are quite close, with OIGAX having a 4.78% return and HNACX slightly higher at 4.81%.
OIGAX
4.78%
5.71%
-9.72%
-7.47%
-5.87%
-0.42%
HNACX
4.81%
5.21%
6.30%
11.44%
7.37%
N/A
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OIGAX vs. HNACX - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than HNACX's 0.57% expense ratio.
Risk-Adjusted Performance
OIGAX vs. HNACX — Risk-Adjusted Performance Rank
OIGAX
HNACX
OIGAX vs. HNACX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Harbor Capital Appreciation Fund Retirement Class (HNACX). 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
OIGAX vs. HNACX - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 0.30%, while HNACX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | 0.30% | 0.32% | 0.72% | 0.00% | 0.10% | 0.00% | 0.84% | 1.08% | 0.59% | 1.02% | 0.87% | 0.84% |
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% |
Drawdowns
OIGAX vs. HNACX - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -68.90%, which is greater than HNACX's maximum drawdown of -52.59%. Use the drawdown chart below to compare losses from any high point for OIGAX and HNACX. For additional features, visit the drawdowns tool.
Volatility
OIGAX vs. HNACX - Volatility Comparison
The current volatility for Invesco Oppenheimer International Growth Fund Class A (OIGAX) is 3.93%, while Harbor Capital Appreciation Fund Retirement Class (HNACX) has a volatility of 5.85%. This indicates that OIGAX experiences smaller price fluctuations and is considered to be less risky than HNACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.