WLGAX vs. HACAX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Harbor Capital Appreciation Fund Class I (HACAX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
WLGAX vs. HACAX - Performance Comparison
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WLGAX vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | -15.30% | 8.89% | 25.97% | 37.78% | -27.04% | 29.95% | 30.75% | 36.52% | 2.37% | 29.02% |
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, WLGAX achieves a -15.30% return, which is significantly lower than HACAX's -14.13% return. Over the past 10 years, WLGAX has underperformed HACAX with an annualized return of 14.04%, while HACAX has yielded a comparatively higher 16.39% annualized return.
WLGAX
- 1D
- 0.32%
- 1M
- -8.12%
- YTD
- -15.30%
- 6M
- -14.93%
- 1Y
- -1.01%
- 3Y*
- 12.35%
- 5Y*
- 8.40%
- 10Y*
- 14.04%
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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WLGAX vs. HACAX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than HACAX's 0.71% expense ratio.
Return for Risk
WLGAX vs. HACAX — Risk / Return Rank
WLGAX
HACAX
WLGAX vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) 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.
| WLGAX | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.04 | 0.43 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.08 | 0.71 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.10 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 0.32 | -0.48 |
Martin ratioReturn relative to average drawdown | -0.55 | 1.07 | -1.62 |
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
| WLGAX | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 0.43 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.40 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.68 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.59 | -0.15 |
Correlation
The correlation between WLGAX and HACAX is 0.94, 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
WLGAX vs. HACAX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 9.93%, less than HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | 9.93% | 8.41% | 3.31% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% |
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
WLGAX vs. HACAX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for WLGAX and HACAX.
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Drawdown Indicators
| WLGAX | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.78% | -63.05% | +13.27% |
Max Drawdown (1Y)Largest decline over 1 year | -18.12% | -17.96% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -37.00% | -43.52% | +6.52% |
Max Drawdown (10Y)Largest decline over 10 years | -37.00% | -43.52% | +6.52% |
Current DrawdownCurrent decline from peak | -17.85% | -17.96% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -16.27% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 5.36% | 0.00% |
Volatility
WLGAX vs. HACAX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.94%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.67%. This indicates that WLGAX 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
| WLGAX | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.67% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 12.59% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.27% | 20.13% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.58% | 25.89% | -5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 24.31% | -3.68% |