Correlation
The correlation between HAOYX and DFIVX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
HAOYX vs. DFIVX
Compare and contrast key facts about The Hartford International Opportunities Fund (HAOYX) and DFA International Value Portfolio (DFIVX).
HAOYX is managed by Hartford. It was launched on Jul 22, 1996. DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAOYX or DFIVX.
Performance
HAOYX vs. DFIVX - Performance Comparison
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Key characteristics
HAOYX:
0.88
DFIVX:
1.01
HAOYX:
1.19
DFIVX:
1.33
HAOYX:
1.16
DFIVX:
1.19
HAOYX:
0.97
DFIVX:
1.09
HAOYX:
3.67
DFIVX:
4.15
HAOYX:
3.72%
DFIVX:
3.77%
HAOYX:
16.99%
DFIVX:
16.58%
HAOYX:
-58.08%
DFIVX:
-65.67%
HAOYX:
-0.58%
DFIVX:
-0.20%
Returns By Period
In the year-to-date period, HAOYX achieves a 14.86% return, which is significantly lower than DFIVX's 19.08% return. Over the past 10 years, HAOYX has underperformed DFIVX with an annualized return of 5.93%, while DFIVX has yielded a comparatively higher 6.42% annualized return.
HAOYX
14.86%
5.04%
11.68%
14.82%
9.66%
11.07%
5.93%
DFIVX
19.08%
5.02%
16.01%
16.54%
12.62%
17.29%
6.42%
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HAOYX vs. DFIVX - Expense Ratio Comparison
HAOYX has a 0.77% expense ratio, which is higher than DFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
HAOYX vs. DFIVX — Risk-Adjusted Performance Rank
HAOYX
DFIVX
HAOYX vs. DFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford International Opportunities Fund (HAOYX) and DFA International Value Portfolio (DFIVX). 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.
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Dividends
HAOYX vs. DFIVX - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 1.34%, less than DFIVX's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | 1.34% | 1.54% | 1.59% | 0.89% | 10.25% | 0.64% | 1.57% | 4.24% | 4.94% | 1.48% | 2.70% | 13.82% |
DFIVX DFA International Value Portfolio | 3.34% | 3.94% | 4.40% | 3.78% | 4.49% | 2.43% | 3.70% | 6.60% | 2.85% | 3.37% | 3.45% | 4.89% |
Drawdowns
HAOYX vs. DFIVX - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -58.08%, smaller than the maximum DFIVX drawdown of -65.67%. Use the drawdown chart below to compare losses from any high point for HAOYX and DFIVX.
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Volatility
HAOYX vs. DFIVX - Volatility Comparison
The Hartford International Opportunities Fund (HAOYX) and DFA International Value Portfolio (DFIVX) have volatilities of 2.79% and 2.71%, 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.
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