Hartford Dividend and Growth HLS Fund (HIADX) 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 HIADX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIADX
HIADX charges 0.66% annually. There are 104 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 | HIADX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HIADX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HIADX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HIADX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HIADX vs TILVX |
Best Risk-Adjusted Alternatives to HIADX
HIADX has a PortfoliosLab risk / return rank of 64. There are 141 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 | HIADX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HIADX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | HIADX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | HIADX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | HIADX vs SABTX |
Top Performing HIADX Alternatives (YTD)
HIADX is at 9.01% YTD. There are 183 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 | HIADX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | HIADX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | HIADX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | HIADX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | HIADX vs PXTIX |
Lowest Volatility Alternatives to HIADX
HIADX 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 | HIADX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HIADX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | HIADX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | HIADX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | HIADX vs FLCCX |
Lowest Drawdown Alternatives to HIADX
HIADX has a 1-year max drawdown of -7.99%. There are 222 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 | HIADX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HIADX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HIADX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | HIADX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HIADX vs SVAIX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 7 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 | HIADX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HIADX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HIADX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HIADX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HIADX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HIADX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HIADX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HIADX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HIADX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HIADX vs SEMNX |
Often Compared With HIADX
Investors most often compare HIADX with VFIAX, HDCTX, NEIMX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HIADX with Any Fund or Stock
Compare HIADX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIADX with funds that move differently
Hartford Dividend and Growth HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIADX.
Explore HIADX Diversifiers