The Hartford Equity Income Fund (HQIYX) 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 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 31 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 | HQIYX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | HQIYX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | HQIYX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | HQIYX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | HQIYX vs VDIGX |
Best Risk-Adjusted Alternatives to HQIYX
HQIYX has a PortfoliosLab risk / return rank of 84. There are 35 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Equity Income Fund | 95 | — | Oct 1985 | HQIYX vs PRFDX | |
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | HQIYX vs GSGRX | |
| Russell Investments Equity Income Fund | 95 | — | Mar 2000 | HQIYX vs REAYX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | HQIYX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 94 | — | Jul 1987 | HQIYX vs OIEJX |
Top Performing HQIYX Alternatives (YTD)
HQIYX is at 12.13% YTD. There are 49 mutual funds in the Dividend category with higher YTD returns, going as high as 21.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.42% | — | Jan 2013 | HQIYX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 21.07% | — | May 2012 | HQIYX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 19.46% | — | Feb 1993 | HQIYX vs GSGRX | |
| Russell Investments Equity Income Fund | 18.97% | — | Mar 2000 | HQIYX vs REAYX | |
| T. Rowe Price Equity Income Fund | 18.75% | — | Oct 1985 | HQIYX vs PRFDX |
Lowest Volatility Alternatives to HQIYX
HQIYX has 10.35% 1-year volatility. There are 29 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | HQIYX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.37% | — | Dec 1973 | HQIYX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.15% | — | Jul 1987 | HQIYX vs CAIFX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | HQIYX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | HQIYX vs ACIIX |
Lowest Drawdown Alternatives to HQIYX
HQIYX has a 1-year max drawdown of -7.14%. There are 27 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 | HQIYX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | HQIYX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | HQIYX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | HQIYX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | HQIYX 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 | 16 | 6.25% | — | Feb 2002 | HQIYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 29 | 0.17% | — | May 2007 | HQIYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 10.08% | — | Dec 1985 | HQIYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 9.36% | — | Apr 1998 | HQIYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 4.45% | — | Jul 2006 | HQIYX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 88 | 17.69% | — | May 2010 | HQIYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 49 | 0.18% | — | May 2007 | HQIYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 93 | 14.48% | — | Jul 1996 | HQIYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 6.26% | — | Feb 2002 | HQIYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 74 | 22.44% | — | — | HQIYX vs SEMNX |
Often Compared With HQIYX
Investors most often compare HQIYX with SMGIX, MEIIX, QQQ. These 20 comparison targets span 12 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