The Hartford Equity Income Fund (HQIYX) 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 HQIYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HQIYX
HQIYX charges 0.74% annually. There are 142 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 | HQIYX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HQIYX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HQIYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HQIYX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | HQIYX vs VVIAX |
Best Risk-Adjusted Alternatives to HQIYX
HQIYX has a PortfoliosLab risk / return rank of 51. There are 214 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 | HQIYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HQIYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | HQIYX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | HQIYX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | HQIYX vs AVLVX |
Top Performing HQIYX Alternatives (YTD)
HQIYX is at 8.75% YTD. There are 254 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | HQIYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | HQIYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | HQIYX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | HQIYX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | HQIYX vs YAFFX |
Lowest Volatility Alternatives to HQIYX
HQIYX has 10.41% 1-year volatility. There are 71 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HQIYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HQIYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HQIYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HQIYX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | HQIYX vs TWEIX |
Lowest Drawdown Alternatives to HQIYX
HQIYX has a 1-year max drawdown of -7.14%. There are 142 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HQIYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HQIYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HQIYX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HQIYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HQIYX vs SVAIX |
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 | 16 | 8.76% | — | Feb 2002 | HQIYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 58 | 0.82% | — | May 2007 | HQIYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 25 | 7.68% | — | Dec 1985 | HQIYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 45 | 8.34% | — | Apr 1998 | HQIYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 37 | 3.22% | — | Jul 2006 | HQIYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 70 | 1.39% | — | May 2007 | HQIYX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 75 | 13.42% | — | May 2010 | HQIYX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 77 | 10.42% | — | Jul 1996 | HQIYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 8.76% | — | Feb 2002 | HQIYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 81 | 24.27% | — | — | HQIYX vs SEMNX |
Often Compared With HQIYX
Investors most often compare HQIYX with QQQ, SMGIX, ^GSPC. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare HQIYX with Any Fund or Stock
Compare HQIYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HQIYX with funds that move differently
The Hartford Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HQIYX.
Explore HQIYX Diversifiers