The Hartford Capital Appreciation Fund (HCAYX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HCAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HCAYX
HCAYX charges 0.80% annually. There are 228 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HCAYX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HCAYX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HCAYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HCAYX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | HCAYX vs WBREOX |
Best Risk-Adjusted Alternatives to HCAYX
HCAYX has a PortfoliosLab risk / return rank of 40. There are 309 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | HCAYX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | HCAYX vs GTLOX | |
| Davis New York Venture Fund | 95 | — | Feb 1969 | HCAYX vs NYVTX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | HCAYX vs VPCCX | |
| Pin Oak Equity | 94 | — | Aug 1992 | HCAYX vs POGSX |
Top Performing HCAYX Alternatives (YTD)
HCAYX is at 8.33% YTD. There are 333 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | HCAYX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.38% | — | Dec 2018 | HCAYX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | HCAYX vs POGRX | |
| Integrity ESG Growth & Income Fund | 23.36% | — | Jan 1995 | HCAYX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.30% | — | Dec 2015 | HCAYX vs RESGX |
Lowest Volatility Alternatives to HCAYX
HCAYX has 13.12% 1-year volatility. There are 216 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | HCAYX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | HCAYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.20% | — | Jul 2012 | HCAYX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | HCAYX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.31% | — | Feb 2012 | HCAYX vs SILVX |
Lowest Drawdown Alternatives to HCAYX
HCAYX has a 1-year max drawdown of -10.10%. There are 274 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | HCAYX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HCAYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HCAYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HCAYX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | HCAYX vs AMFEX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 16 | 6.25% | — | Feb 2002 | HCAYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 29 | 0.17% | — | May 2007 | HCAYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 10.08% | — | Dec 1985 | HCAYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 9.36% | — | Apr 1998 | HCAYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 4.45% | — | Jul 2006 | HCAYX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 88 | 17.69% | — | May 2010 | HCAYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 49 | 0.18% | — | May 2007 | HCAYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 93 | 14.48% | — | Jul 1996 | HCAYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 6.26% | — | Feb 2002 | HCAYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 74 | 22.44% | — | — | HCAYX vs SEMNX |
Often Compared With HCAYX
Investors most often compare HCAYX with VOO, DHAMX, FNSTX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare HCAYX with Any Fund or Stock
Compare HCAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCAYX with funds that move differently
The Hartford Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCAYX.
Explore HCAYX Diversifiers