The Hartford Equity Income Fund (HQIYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HQIYX
HQIYX charges 0.74% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HQIYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HQIYX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HQIYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HQIYX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HQIYX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HQIYX vs TILVX |
Best Risk-Adjusted Alternatives to HQIYX
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... | 92 | Mar 2, 2016 | HQIYX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HQIYX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HQIYX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HQIYX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HQIYX vs VALAX |
Top Performing HQIYX Alternatives (YTD)
HQIYX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HQIYX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HQIYX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HQIYX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HQIYX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HQIYX vs HFCVX |
Lowest Volatility Alternatives to HQIYX
HQIYX 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 | 4.68% | Feb 1, 2021 | HQIYX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HQIYX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HQIYX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HQIYX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HQIYX vs ACIIX |
Lowest Drawdown Alternatives to HQIYX
HQIYX 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 | HQIYX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HQIYX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HQIYX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HQIYX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HQIYX vs PSECX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 18 | -14.11% | Feb 19, 2002 | HQIYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 75 | -1.75% | May 30, 2007 | HQIYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | -6.34% | Dec 19, 1985 | HQIYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 36 | -6.94% | Apr 30, 1998 | HQIYX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 35 | -4.88% | Jul 22, 1996 | HQIYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 0.81% | May 27, 2010 | HQIYX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | -14.11% | Feb 19, 2002 | HQIYX vs HGOYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 41 | -1.56% | Jul 30, 2006 | HQIYX vs HBLYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 89 | 0.83% | — | HQIYX vs SEMNX | |
| The Hartford World Bond Fund | Global Bonds | 41 | -1.51% | May 30, 2011 | HQIYX vs HWDIX |
Often Compared With HQIYX
What investors most often compare with HQIYX, 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.