The Hartford Dividend and Growth Fund (HDGYX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HDGYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HDGYX
HDGYX charges 0.69% annually. There are 117 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HDGYX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HDGYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HDGYX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HDGYX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | HDGYX vs VVIAX |
Best Risk-Adjusted Alternatives to HDGYX
HDGYX has a PortfoliosLab risk / return rank of 62. There are 146 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HDGYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HDGYX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | HDGYX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | HDGYX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | HDGYX vs SABTX |
Top Performing HDGYX Alternatives (YTD)
HDGYX is at 8.94% YTD. There are 188 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | HDGYX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | HDGYX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | HDGYX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | HDGYX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | HDGYX vs PXTIX |
Lowest Volatility Alternatives to HDGYX
HDGYX has 10.69% 1-year volatility. There are 135 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | HDGYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HDGYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | HDGYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | HDGYX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | HDGYX vs FLCCX |
Lowest Drawdown Alternatives to HDGYX
HDGYX has a 1-year max drawdown of -8.00%. There are 224 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | HDGYX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HDGYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HDGYX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | HDGYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HDGYX vs SVAIX |
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 | 31 | 14.57% | — | Feb 2002 | HDGYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HDGYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HDGYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HDGYX vs HGIYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HDGYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HDGYX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HDGYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HDGYX vs SEMNX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HDGYX vs HQIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 36 | 2.70% | — | Jul 2006 | HDGYX vs HBLYX |
Often Compared With HDGYX
Investors most often compare HDGYX with BEGIX, JVAL, SCHD. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare HDGYX with Any Fund or Stock
Compare HDGYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HDGYX with funds that move differently
The Hartford Dividend and Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDGYX.
Explore HDGYX Diversifiers