Hartford Dividend and Growth HLS Fund (HIADX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HIADX
HIADX charges 0.66% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HIADX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HIADX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HIADX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HIADX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HIADX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HIADX vs VVIAX |
Best Risk-Adjusted Alternatives to HIADX
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... | 94 | Mar 2, 2016 | HIADX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | HIADX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | HIADX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | HIADX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | HIADX vs NEIMX |
Top Performing HIADX Alternatives (YTD)
HIADX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | HIADX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | HIADX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | HIADX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | HIADX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | HIADX vs SVAIX |
Lowest Volatility Alternatives to HIADX
HIADX 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 | 4.71% | Feb 1, 2021 | HIADX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HIADX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | HIADX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | HIADX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | HIADX vs ACIIX |
Lowest Drawdown Alternatives to HIADX
HIADX 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 | HIADX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HIADX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | HIADX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HIADX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HIADX vs RIDAX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HIADX
What investors most often compare with HIADX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 59 | -4.35% | Nov 13, 2000 | HIADX vs VFIAX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | HIADX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -2.01% | Jan 21, 2011 | HIADX vs PSECX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | HIADX vs TILVX |
Compare HIADX with Any Fund or Stock
Compare HIADX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.