Hartford Equity Income Fund Class F (HQIFX) 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 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 92 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 | HQIFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HQIFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HQIFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HQIFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | HQIFX vs VVIAX |
Best Risk-Adjusted Alternatives to HQIFX
HQIFX has a PortfoliosLab risk / return rank of 36. There are 253 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 | HQIFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HQIFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | HQIFX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | HQIFX vs FSWCX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | HQIFX vs PKAIX |
Top Performing HQIFX Alternatives (YTD)
HQIFX is at 5.66% YTD. There are 270 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 | HQIFX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | HQIFX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | HQIFX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | HQIFX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | HQIFX vs PXTIX |
Lowest Volatility Alternatives to HQIFX
HQIFX has 10.24% 1-year volatility. There are 78 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 | HQIFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HQIFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | HQIFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | HQIFX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | HQIFX vs FLCCX |
Lowest Drawdown Alternatives to HQIFX
HQIFX has a 1-year max drawdown of -7.69%. There are 197 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 | HQIFX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HQIFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HQIFX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | HQIFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HQIFX 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 | HQIFX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HQIFX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HQIFX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HQIFX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HQIFX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HQIFX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HQIFX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HQIFX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HQIFX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HQIFX vs SEMNX |
Often Compared With HQIFX
Investors most often compare HQIFX with HBLYX, AVERX, FALGX. These 14 comparison targets span 2 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