TLCIX vs. HACAX
Compare and contrast key facts about Touchstone Large Cap Fund (TLCIX) and Harbor Capital Appreciation Fund Class I (HACAX).
TLCIX is managed by Touchstone. It was launched on Jul 9, 2014. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
TLCIX vs. HACAX - Performance Comparison
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TLCIX vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | -0.39% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 36.68% |
Returns By Period
In the year-to-date period, TLCIX achieves a -0.39% return, which is significantly higher than HACAX's -14.13% return. Over the past 10 years, TLCIX has underperformed HACAX with an annualized return of 10.51%, while HACAX has yielded a comparatively higher 16.39% annualized return.
TLCIX
- 1D
- 0.30%
- 1M
- -7.00%
- YTD
- -0.39%
- 6M
- -0.28%
- 1Y
- 5.35%
- 3Y*
- 11.39%
- 5Y*
- 6.83%
- 10Y*
- 10.51%
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
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TLCIX vs. HACAX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is higher than HACAX's 0.71% expense ratio.
Return for Risk
TLCIX vs. HACAX — Risk / Return Rank
TLCIX
HACAX
TLCIX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) and Harbor Capital Appreciation Fund Class I (HACAX). 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.
| TLCIX | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.43 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.70 | 0.71 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 0.32 | +0.10 |
Martin ratioReturn relative to average drawdown | 1.68 | 1.07 | +0.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLCIX | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.43 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.40 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.68 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.59 | -0.02 |
Correlation
The correlation between TLCIX and HACAX 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
TLCIX vs. HACAX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 2.89%, less than HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 2.89% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
TLCIX vs. HACAX - Drawdown Comparison
The maximum TLCIX drawdown since its inception was -34.19%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for TLCIX and HACAX.
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Drawdown Indicators
| TLCIX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -63.05% | +28.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -17.96% | +6.24% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -43.52% | +20.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.19% | -43.52% | +9.33% |
Current DrawdownCurrent decline from peak | -7.55% | -17.96% | +10.41% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -16.27% | +11.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 5.36% | -2.46% |
Volatility
TLCIX vs. HACAX - Volatility Comparison
The current volatility for Touchstone Large Cap Fund (TLCIX) is 3.32%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.67%. This indicates that TLCIX experiences smaller price fluctuations and is considered to be less risky than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLCIX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 5.67% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.99% | 12.59% | -4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 20.13% | -4.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 25.89% | -11.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 24.31% | -7.50% |