The Hartford World Bond Fund (HWDIX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HWDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWDIX
HWDIX charges 0.71% annually. There are 42 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | HWDIX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | HWDIX vs VTILX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | HWDIX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | HWDIX vs VTIBX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 0.16% | — | Jan 2008 | HWDIX vs DFSHX |
Best Risk-Adjusted Alternatives to HWDIX
HWDIX has a PortfoliosLab risk / return rank of 13. There are 37 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | 98 | — | Mar 2017 | HWDIX vs DGFFX | |
| Eaton Vance Global Bond Fund | 90 | — | Jun 2007 | HWDIX vs EAIIX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 87 | — | Dec 2008 | HWDIX vs PRSNX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 86 | — | Jan 2008 | HWDIX vs DFSHX | |
| Payden Global Low Duration Fund | 80 | — | Sep 1996 | HWDIX vs PYGSX |
Top Performing HWDIX Alternatives (YTD)
HWDIX is at 0.70% YTD. There are 29 mutual funds in the Global Bonds category with higher YTD returns, going as high as 3.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 3.75% | — | Jun 2007 | HWDIX vs EAIIX | |
| Dunham International Opportunity Bond Fund | 2.88% | — | Oct 2013 | HWDIX vs DAIOX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.55% | — | Mar 2017 | HWDIX vs DGFFX | |
| Templeton Global Bond Fund | 2.14% | — | Sep 1986 | HWDIX vs TPINX | |
| Templeton Global Bond Fund - Class R | 2.05% | — | Feb 2009 | HWDIX vs FGBRX |
Lowest Volatility Alternatives to HWDIX
HWDIX has 2.72% 1-year volatility. There are 10 mutual funds in the Global Bonds category with lower 1-year volatility, going as low as 1.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.52% | — | Jan 2008 | HWDIX vs DFSHX | |
| Payden Global Low Duration Fund | 1.53% | — | Sep 1996 | HWDIX vs PYGSX | |
| DFA Two Year Global Fixed Income Portfolio | 1.58% | — | Feb 1996 | HWDIX vs DFGFX | |
| DFA Five Year Global Fixed Income Portfolio | 1.88% | — | Nov 1990 | HWDIX vs DFGBX | |
| SA Global Fixed Income Fund | 1.97% | — | Jul 1999 | HWDIX vs SAXIX |
Lowest Drawdown Alternatives to HWDIX
HWDIX has a 1-year max drawdown of -2.87%. There are 20 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -1.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | HWDIX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | HWDIX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | — | Jan 2008 | HWDIX vs DFSHX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | — | Nov 1990 | HWDIX vs DFGBX | |
| DFA Two Year Global Fixed Income Portfolio | -1.41% | — | Feb 1996 | HWDIX vs DFGFX |
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 | HWDIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HWDIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HWDIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HWDIX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HWDIX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HWDIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HWDIX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HWDIX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HWDIX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HWDIX vs SEMNX |
Often Compared With HWDIX
Investors most often compare HWDIX with VTI, BNDX, UDBPX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 68 | 11.20% | 2.20T | May 2001 | HWDIX vs VTI | |
| Vanguard Total International Bond ETF | Global Bonds | 16 | 0.54% | 118.10B | May 2013 | HWDIX vs BNDX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 20 | 0.16% | — | Oct 2018 | HWDIX vs UDBPX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 36 | 2.70% | — | Jul 2006 | HWDIX vs HBLYX | |
| T. Rowe Price International Bond Fund (USD Hedged) | Global Bonds | 39 | 0.97% | — | Sep 2017 | HWDIX vs TNBMX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 33 | 1.33% | — | May 2014 | HWDIX vs DOXLX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 9 | 1.75% | — | Oct 2006 | HWDIX vs GOBSX |
Compare HWDIX with Any Fund or Stock
Compare HWDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWDIX with funds that move differently
The Hartford World Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWDIX.
Explore HWDIX Diversifiers