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 53 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 | IHGIX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | IHGIX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | IHGIX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | IHGIX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | IHGIX vs VDIGX |
Best Risk-Adjusted Alternatives to IHGIX
IHGIX has a PortfoliosLab risk / return rank of 90. There are 10 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 94 | — | Mar 2005 | IHGIX vs SVAAX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | IHGIX vs VIHAX | |
| Goldman Sachs Equity Income Fund | 94 | — | Feb 1993 | IHGIX vs GSGRX | |
| Russell Investments Equity Income Fund | 93 | — | Mar 2000 | IHGIX vs REAYX | |
| Pioneer Multi-Asset Income Fund A | 93 | — | Dec 2011 | IHGIX vs PMAIX |
Top Performing IHGIX Alternatives (YTD)
IHGIX is at 13.20% YTD. There are 35 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 20.50% | — | Jan 2013 | IHGIX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 19.85% | — | May 2012 | IHGIX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 18.64% | — | Feb 1993 | IHGIX vs GSGRX | |
| Russell Investments Equity Income Fund | 17.91% | — | Mar 2000 | IHGIX vs REAYX | |
| MFS Equity Income Fund | 17.78% | — | Sep 2012 | IHGIX vs EQNIX |
Lowest Volatility Alternatives to IHGIX
IHGIX has 11.08% 1-year volatility. There are 43 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 | IHGIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.40% | — | Dec 1973 | IHGIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.18% | — | Jul 1987 | IHGIX vs CAIFX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | IHGIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | IHGIX vs ACIIX |
Lowest Drawdown Alternatives to IHGIX
IHGIX has a 1-year max drawdown of -8.00%. There are 44 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 | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | IHGIX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | IHGIX 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 | 10 | 3.44% | — | Feb 2002 | IHGIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 32 | -0.08% | — | May 2007 | IHGIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 9.90% | — | Dec 1985 | IHGIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 7.83% | — | Apr 1998 | IHGIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 50 | 3.83% | — | Jul 2006 | IHGIX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 17.04% | — | May 2010 | IHGIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 55 | 0.18% | — | May 2007 | IHGIX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 90 | 13.33% | — | Jul 1996 | IHGIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | IHGIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 73 | 21.92% | — | — | IHGIX vs SEMNX |
Often Compared With IHGIX
Investors most often compare IHGIX with ITHAX, AMINX, FINFX. These 18 comparison targets span 7 categories, based on PortfoliosLab usage data.
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