DQIRX vs. HGIYX
Compare and contrast key facts about BNY Mellon Equity Income Fund (DQIRX) and Hartford Core Equity Fund (HGIYX).
DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006. HGIYX is managed by Hartford. It was launched on Apr 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DQIRX or HGIYX.
Correlation
The correlation between DQIRX and HGIYX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DQIRX vs. HGIYX - Performance Comparison
Key characteristics
DQIRX:
1.66
HGIYX:
0.98
DQIRX:
2.13
HGIYX:
1.28
DQIRX:
1.32
HGIYX:
1.20
DQIRX:
2.56
HGIYX:
1.29
DQIRX:
7.24
HGIYX:
3.58
DQIRX:
2.91%
HGIYX:
3.91%
DQIRX:
12.72%
HGIYX:
14.20%
DQIRX:
-51.52%
HGIYX:
-51.89%
DQIRX:
-3.84%
HGIYX:
-7.10%
Returns By Period
In the year-to-date period, DQIRX achieves a 3.82% return, which is significantly higher than HGIYX's 3.17% return. Over the past 10 years, DQIRX has underperformed HGIYX with an annualized return of 8.66%, while HGIYX has yielded a comparatively higher 9.88% annualized return.
DQIRX
3.82%
1.01%
3.90%
20.11%
10.99%
8.66%
HGIYX
3.17%
1.60%
0.37%
12.64%
9.18%
9.88%
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DQIRX vs. HGIYX - Expense Ratio Comparison
DQIRX has a 0.78% expense ratio, which is higher than HGIYX's 0.45% expense ratio.
Risk-Adjusted Performance
DQIRX vs. HGIYX — Risk-Adjusted Performance Rank
DQIRX
HGIYX
DQIRX vs. HGIYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Equity Income Fund (DQIRX) and Hartford Core Equity Fund (HGIYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DQIRX vs. HGIYX - Dividend Comparison
DQIRX's dividend yield for the trailing twelve months is around 1.66%, more than HGIYX's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 1.66% | 1.77% | 2.14% | 2.50% | 1.79% | 3.42% | 2.51% | 2.86% | 2.59% | 3.33% | 3.30% | 2.80% |
HGIYX Hartford Core Equity Fund | 0.64% | 0.66% | 1.01% | 1.18% | 0.69% | 0.75% | 0.91% | 1.10% | 1.17% | 0.84% | 0.32% | 2.85% |
Drawdowns
DQIRX vs. HGIYX - Drawdown Comparison
The maximum DQIRX drawdown since its inception was -51.52%, roughly equal to the maximum HGIYX drawdown of -51.89%. Use the drawdown chart below to compare losses from any high point for DQIRX and HGIYX. For additional features, visit the drawdowns tool.
Volatility
DQIRX vs. HGIYX - Volatility Comparison
BNY Mellon Equity Income Fund (DQIRX) and Hartford Core Equity Fund (HGIYX) have volatilities of 3.28% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.