Hartford Capital Appreciation HLS Fund (HIACX) 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 HIACX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIACX
HIACX charges 0.67% annually. There are 193 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HIACX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HIACX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HIACX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HIACX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | HIACX vs SWPPX |
Best Risk-Adjusted Alternatives to HIACX
HIACX has a PortfoliosLab risk / return rank of 42. There are 276 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | HIACX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | HIACX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | HIACX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | HIACX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | HIACX vs IGIAX |
Top Performing HIACX Alternatives (YTD)
HIACX is at 7.01% YTD. There are 277 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | HIACX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | HIACX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | HIACX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | HIACX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | HIACX vs FLVCX |
Lowest Volatility Alternatives to HIACX
HIACX has 12.59% 1-year volatility. There are 169 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | HIACX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | HIACX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | HIACX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | HIACX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | HIACX vs FSUVX |
Lowest Drawdown Alternatives to HIACX
HIACX has a 1-year max drawdown of -10.56%. There are 303 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | HIACX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HIACX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HIACX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HIACX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HIACX vs QUERX |
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 | 21 | 9.04% | — | Feb 2002 | HIACX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 55 | 0.94% | — | May 2007 | HIACX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.37% | — | Dec 1985 | HIACX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 44 | 6.69% | — | Apr 1998 | HIACX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 33 | 2.70% | — | Jul 2006 | HIACX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 67 | 1.46% | — | May 2007 | HIACX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 66 | 8.55% | — | Jul 1996 | HIACX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 64 | 11.28% | — | May 2010 | HIACX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 21 | 9.05% | — | Feb 2002 | HIACX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 91 | 36.34% | — | — | HIACX vs SEMNX |
Often Compared With HIACX
Investors most often compare HIACX with VOO, FCNTX, FEQHX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HIACX with Any Fund or Stock
Compare HIACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIACX with funds that move differently
Hartford Capital Appreciation HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIACX.
Explore HIACX Diversifiers