Hartford Equity Income Fund Class I (HQIIX) 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 HQIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HQIIX
HQIIX charges 0.76% annually. There are 14 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% | 127.80B | Dec 2013 | HQIIX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | HQIIX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | 20.50B | Mar 2016 | HQIIX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | HQIIX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | HQIIX vs CAIFX |
Best Risk-Adjusted Alternatives to HQIIX
HQIIX has a PortfoliosLab risk / return rank of 39. There are 23 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 88 | — | Apr 2015 | HQIIX vs FDGDX | |
| Fidelity Dividend Growth Fund | 86 | — | Apr 1993 | HQIIX vs FDGFX | |
| Vanguard International High Dividend Yield Index F... | 82 | 20.50B | Mar 2016 | HQIIX vs VIHAX | |
| PGIM Jennison Rising Dividend Fund | 81 | — | Mar 2014 | HQIIX vs PJDZX | |
| JPMorgan Equity Income Fund R6 | 80 | — | Jul 1987 | HQIIX vs OIEJX |
Top Performing HQIIX Alternatives (YTD)
HQIIX is at 6.44% YTD. There are 21 mutual funds in the Dividend category with higher YTD returns, going as high as 17.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 17.96% | — | Apr 1993 | HQIIX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 17.58% | — | Apr 2015 | HQIIX vs FDGDX | |
| American Funds Fundamental Investors® Class F-2 | 14.35% | — | Aug 1978 | HQIIX vs FINFX | |
| Janus Henderson U.S. Dividend Income Fund Class D | 13.17% | — | Dec 2022 | HQIIX vs JDDVX | |
| JPMorgan Equity Income Fund R6 | 13.03% | — | Jul 1987 | HQIIX vs OIEJX |
Lowest Volatility Alternatives to HQIIX
HQIIX has 10.36% 1-year volatility. There are 13 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.90% | — | Dec 2011 | HQIIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.42% | — | Dec 1973 | HQIIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.24% | — | Jul 1987 | HQIIX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.78% | — | Aug 2018 | HQIIX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.99% | — | Dec 1989 | HQIIX vs PDT |
Lowest Drawdown Alternatives to HQIIX
HQIIX has a 1-year max drawdown of -7.13%. There are 9 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 | HQIIX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | HQIIX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | HQIIX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | HQIIX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | HQIIX vs AMECX |
Often Compared With HQIIX
Investors most often compare HQIIX with GSPAX, EPDPX, AMINX. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | Dividend | 74 | 9.73% | — | Aug 2010 | HQIIX vs GSPAX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 74 | 7.93% | — | Jan 2014 | HQIIX vs EPDPX | |
| Amana Income Fund Institutional Class | Dividend | 44 | 12.08% | — | Sep 2013 | HQIIX vs AMINX |
Compare HQIIX with Any Fund or Stock
Compare HQIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HQIIX with funds that move differently
Hartford Equity Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HQIIX.
Explore HQIIX Diversifiers