The Hartford Dividend and Growth Fund (HDGYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HDGYX
HDGYX charges 0.69% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HDGYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HDGYX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HDGYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HDGYX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HDGYX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HDGYX vs TILVX |
Best Risk-Adjusted Alternatives to HDGYX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HDGYX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HDGYX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HDGYX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HDGYX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HDGYX vs VALAX |
Top Performing HDGYX Alternatives (YTD)
HDGYX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HDGYX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HDGYX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HDGYX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HDGYX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HDGYX vs HFCVX |
Lowest Volatility Alternatives to HDGYX
HDGYX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HDGYX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HDGYX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HDGYX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HDGYX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HDGYX vs ACIIX |
Lowest Drawdown Alternatives to HDGYX
HDGYX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HDGYX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HDGYX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HDGYX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HDGYX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HDGYX vs PSECX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 18 | -14.11% | Feb 19, 2002 | HDGYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 75 | -1.75% | May 30, 2007 | HDGYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | -6.34% | Dec 19, 1985 | HDGYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 36 | -6.94% | Apr 30, 1998 | HDGYX vs HGIYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 36 | -0.63% | Aug 28, 2003 | HDGYX vs HQIYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 0.81% | May 27, 2010 | HDGYX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | -14.11% | Feb 19, 2002 | HDGYX vs HGOYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 41 | -1.56% | Jul 30, 2006 | HDGYX vs HBLYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 89 | 0.83% | — | HDGYX vs SEMNX | |
| The Hartford World Bond Fund | Global Bonds | 41 | -1.51% | May 30, 2011 | HDGYX vs HWDIX |
Often Compared With HDGYX
What investors most often compare with HDGYX, 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.