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 112 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HDGYX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HDGYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HDGYX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HDGYX vs TILVX |
Best Risk-Adjusted Alternatives to HDGYX
HDGYX has a PortfoliosLab risk / return rank of 79. There are 146 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | HDGYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HDGYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | HDGYX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | HDGYX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | HDGYX vs BBISX |
Top Performing HDGYX Alternatives (YTD)
HDGYX is at 10.87% YTD. There are 205 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | HDGYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | HDGYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | HDGYX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | HDGYX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | HDGYX vs PXTIX |
Lowest Volatility Alternatives to HDGYX
HDGYX has 10.98% 1-year volatility. There are 127 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HDGYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HDGYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HDGYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HDGYX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | HDGYX vs TMMAX |
Lowest Drawdown Alternatives to HDGYX
HDGYX has a 1-year max drawdown of -8.00%. There are 221 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HDGYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HDGYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HDGYX vs BUFBX | |
| 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 | 15 | 7.52% | — | Feb 2002 | HDGYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 57 | 0.82% | — | May 2007 | HDGYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | 7.26% | — | Dec 1985 | HDGYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 43 | 7.81% | — | Apr 1998 | HDGYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 38 | 3.36% | — | Jul 2006 | HDGYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 69 | 1.39% | — | May 2007 | HDGYX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 73 | 13.01% | — | May 2010 | HDGYX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HDGYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 78 | 22.18% | — | — | HDGYX vs SEMNX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 54 | 9.24% | — | Aug 2003 | HDGYX vs HQIYX |
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