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.
Performance
OIGAX vs. HNACX - Performance Comparison
Loading graphics...
OIGAX vs. HNACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | -7.58% | 15.86% | -1.85% | 20.93% | -27.31% | 10.38% | 22.11% | 28.62% | -19.53% | 26.61% |
HNACX Harbor Capital Appreciation Fund Retirement Class | -10.93% | 14.04% | 46.43% | 53.86% | -37.67% | 15.43% | 54.82% | 33.53% | -1.24% | 35.33% |
Returns By Period
In the year-to-date period, OIGAX achieves a -7.58% return, which is significantly higher than HNACX's -10.93% return.
OIGAX
- 1D
- 3.14%
- 1M
- -7.10%
- YTD
- -7.58%
- 6M
- -6.98%
- 1Y
- 6.48%
- 3Y*
- 4.71%
- 5Y*
- -0.03%
- 10Y*
- 4.75%
HNACX
- 1D
- 3.72%
- 1M
- -5.54%
- YTD
- -10.93%
- 6M
- -10.65%
- 1Y
- 12.16%
- 3Y*
- 24.59%
- 5Y*
- 10.79%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OIGAX vs. HNACX - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than HNACX's 0.57% expense ratio.
Return for Risk
OIGAX vs. HNACX — Risk / Return Rank
OIGAX
HNACX
OIGAX vs. HNACX - Risk-Adjusted Trends 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.
| OIGAX | HNACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.64 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.63 | 0.99 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.71 | -0.40 |
Martin ratioReturn relative to average drawdown | 1.19 | 2.34 | -1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OIGAX | HNACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.64 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.42 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.71 | -0.34 |
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.
Dividends
OIGAX vs. HNACX - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 47.65%, more than HNACX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | 47.65% | 44.04% | 11.27% | 11.59% | 0.00% | 13.52% | 14.72% | 0.84% | 1.08% | 0.59% | 1.02% | 0.87% |
HNACX Harbor Capital Appreciation Fund Retirement Class | 12.57% | 11.19% | 21.66% | 0.00% | 0.00% | 18.62% | 12.25% | 8.97% | 11.07% | 11.64% | 0.00% | 0.00% |
Drawdowns
OIGAX vs. HNACX - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -67.43%, which is greater than HNACX's maximum drawdown of -43.46%. Use the drawdown chart below to compare losses from any high point for OIGAX and HNACX.
Loading graphics...
Drawdown Indicators
| OIGAX | HNACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -43.46% | -23.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -17.94% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -40.41% | -43.46% | +3.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | — | — |
Current DrawdownCurrent decline from peak | -12.47% | -14.89% | +2.42% |
Average DrawdownAverage peak-to-trough decline | -17.37% | -9.67% | -7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 5.44% | -1.63% |
Volatility
OIGAX vs. HNACX - Volatility Comparison
Invesco Oppenheimer International Growth Fund Class A (OIGAX) has a higher volatility of 7.80% compared to Harbor Capital Appreciation Fund Retirement Class (HNACX) at 6.99%. This indicates that OIGAX's price experiences larger fluctuations and is considered to be riskier than HNACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OIGAX | HNACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 6.99% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 13.12% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 20.42% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 25.91% | -7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 25.02% | -6.63% |