Hartford Dividend and Growth Fund Class A (IHGIX) 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 IHGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IHGIX
IHGIX charges 0.96% annually. There are 19 mutual funds in the Dividend category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 94.60B | Feb 2019 | IHGIX vs VHYAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.80B | May 1992 | IHGIX vs VDIGX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | 20.00B | Mar 2016 | IHGIX vs VIHAX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | IHGIX vs CAIFX | |
| American Funds Fundamental Investors® Class F-2 | 0.39% | — | Aug 1978 | IHGIX vs FINFX |
Best Risk-Adjusted Alternatives to IHGIX
IHGIX has a PortfoliosLab risk / return rank of 61. There are 12 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 89 | — | Dec 2011 | IHGIX vs PMAIX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 88 | — | Apr 2015 | IHGIX vs FDGDX | |
| EuroPac International Dividend Income Fund Class A | 87 | — | Jan 2014 | IHGIX vs EPDPX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 81 | 94.60B | Feb 2019 | IHGIX vs VHYAX | |
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | 75 | — | Aug 2010 | IHGIX vs GSPAX |
Top Performing IHGIX Alternatives (YTD)
IHGIX is at 8.85% YTD. There are 13 mutual funds in the Dividend category with higher YTD returns, going as high as 17.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 17.18% | — | Apr 2015 | IHGIX vs FDGDX | |
| American Funds Fundamental Investors® Class F-2 | 15.23% | — | Aug 1978 | IHGIX vs FINFX | |
| EuroPac International Dividend Income Fund Class A | 13.86% | — | Jan 2014 | IHGIX vs EPDPX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 12.92% | 94.60B | Feb 2019 | IHGIX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 12.57% | 20.00B | Mar 2016 | IHGIX vs VIHAX |
Lowest Volatility Alternatives to IHGIX
IHGIX has 10.70% 1-year volatility. There are 18 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.64% | — | Dec 2011 | IHGIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.17% | — | Dec 1973 | IHGIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 7.99% | — | Jul 1987 | IHGIX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | IHGIX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.93% | — | Dec 1989 | IHGIX vs PDT |
Lowest Drawdown Alternatives to IHGIX
IHGIX has a 1-year max drawdown of -8.00%. There are 17 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 | IHGIX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | IHGIX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | IHGIX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | IHGIX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | IHGIX vs AMECX |
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 | IHGIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | IHGIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | IHGIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | IHGIX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | IHGIX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | IHGIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | IHGIX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | IHGIX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | IHGIX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | IHGIX vs SEMNX |
Often Compared With IHGIX
Investors most often compare IHGIX with ITHAX, AMINX, AFNIX. These 6 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hartford Capital Appreciation Fund Class A | Large Cap Growth Equities | 44 | 9.96% | — | Jul 1996 | IHGIX vs ITHAX | |
| Amana Income Fund Institutional Class | Dividend | 44 | 11.84% | — | Sep 2013 | IHGIX vs AMINX | |
| AAM/Bahl & Gaynor Income Growth Fund Class I | Large Cap Blend Equities, Dividend | — | — | — | Jul 2012 | IHGIX vs AFNIX | |
| Goldman Sachs International Equity Income Fund Cla... | Foreign Large Cap Equities, Dividend | 37 | 10.59% | — | Jun 2007 | IHGIX vs GSAKX | |
| PGIM Jennison Rising Dividend Fund | Large Cap Blend Equities, Dividend | 72 | 11.45% | — | Mar 2014 | IHGIX vs PJDZX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 36 | 2.70% | — | Jul 2006 | IHGIX vs HBLYX |
Compare IHGIX with Any Fund or Stock
Compare IHGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IHGIX with funds that move differently
Hartford Dividend and Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IHGIX.
Explore IHGIX Diversifiers