VTINX vs. HABDX
Compare and contrast key facts about Vanguard Target Retirement Income Fund (VTINX) and Harbor Core Plus Fund (HABDX).
VTINX is managed by Vanguard. It was launched on Oct 27, 2003. HABDX is managed by Harbor. It was launched on Dec 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTINX or HABDX.
Correlation
The correlation between VTINX and HABDX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VTINX vs. HABDX - Performance Comparison
Key characteristics
VTINX:
0.81
HABDX:
1.28
VTINX:
1.11
HABDX:
1.88
VTINX:
1.17
HABDX:
1.22
VTINX:
0.47
HABDX:
0.58
VTINX:
2.27
HABDX:
3.44
VTINX:
2.25%
HABDX:
1.93%
VTINX:
6.28%
HABDX:
5.20%
VTINX:
-21.75%
HABDX:
-18.31%
VTINX:
-6.63%
HABDX:
-5.22%
Returns By Period
In the year-to-date period, VTINX achieves a 0.68% return, which is significantly lower than HABDX's 1.48% return. Over the past 10 years, VTINX has outperformed HABDX with an annualized return of 2.33%, while HABDX has yielded a comparatively lower 1.46% annualized return.
VTINX
0.68%
-1.06%
-2.11%
4.28%
1.93%
2.33%
HABDX
1.48%
-0.70%
0.94%
6.41%
-0.19%
1.46%
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VTINX vs. HABDX - Expense Ratio Comparison
VTINX has a 0.08% expense ratio, which is lower than HABDX's 0.38% expense ratio.
Risk-Adjusted Performance
VTINX vs. HABDX — Risk-Adjusted Performance Rank
VTINX
HABDX
VTINX vs. HABDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement Income Fund (VTINX) and Harbor Core Plus Fund (HABDX). 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
VTINX vs. HABDX - Dividend Comparison
VTINX's dividend yield for the trailing twelve months is around 3.37%, less than HABDX's 4.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTINX Vanguard Target Retirement Income Fund | 3.37% | 3.24% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% |
HABDX Harbor Core Plus Fund | 4.55% | 4.47% | 4.24% | 3.41% | 2.92% | 2.23% | 3.19% | 3.09% | 3.42% | 2.94% | 4.58% | 2.91% |
Drawdowns
VTINX vs. HABDX - Drawdown Comparison
The maximum VTINX drawdown since its inception was -21.75%, which is greater than HABDX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for VTINX and HABDX. For additional features, visit the drawdowns tool.
Volatility
VTINX vs. HABDX - Volatility Comparison
Vanguard Target Retirement Income Fund (VTINX) has a higher volatility of 3.43% compared to Harbor Core Plus Fund (HABDX) at 1.98%. This indicates that VTINX's price experiences larger fluctuations and is considered to be riskier than HABDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.