Hartford Equity Income Fund Class F (HQIFX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HQIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HQIFX
HQIFX charges 0.64% annually. There are 19 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | HQIFX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | HQIFX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | HQIFX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | HQIFX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | HQIFX vs VDIGX |
Best Risk-Adjusted Alternatives to HQIFX
HQIFX has a PortfoliosLab risk / return rank of 69. There are 55 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | HQIFX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | HQIFX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | HQIFX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | HQIFX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | HQIFX vs REAYX |
Top Performing HQIFX Alternatives (YTD)
HQIFX is at 10.47% YTD. There are 55 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.19% | — | Jan 2013 | HQIFX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | HQIFX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | HQIFX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | HQIFX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | HQIFX vs HFQAX |
Lowest Volatility Alternatives to HQIFX
HQIFX has 10.47% 1-year volatility. There are 32 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | Dec 2011 | HQIFX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | HQIFX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | HQIFX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | HQIFX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | HQIFX vs ACIIX |
Lowest Drawdown Alternatives to HQIFX
HQIFX has a 1-year max drawdown of -7.69%. There are 38 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | HQIFX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | HQIFX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | HQIFX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | HQIFX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | HQIFX vs CDDYX |
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 | 9 | 1.75% | — | Feb 2002 | HQIFX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 40 | 0.04% | — | May 2007 | HQIFX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 40 | 9.90% | — | Dec 1985 | HQIFX vs SCIEX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 3.90% | — | Jul 2006 | HQIFX vs HBLYX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 6.76% | — | Apr 1998 | HQIFX vs HGIYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 89 | 18.21% | — | May 2010 | HQIFX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 63 | 0.18% | — | May 2007 | HQIFX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 88 | 12.49% | — | Jul 1996 | HQIFX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 9 | 1.74% | — | Feb 2002 | HQIFX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 71 | 19.30% | — | — | HQIFX vs SEMNX |
Often Compared With HQIFX
Investors most often compare HQIFX with HFCVX, SVAIX, BUFBX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HQIFX with Any Fund or Stock
Compare HQIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HQIFX with funds that move differently
Hartford Equity Income Fund Class F alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HQIFX.
Explore HQIFX Diversifiers