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.
Correlation
The correlation between HAOYX and DFIVX is 0.91, 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
HAOYX vs. DFIVX - Performance Comparison
Key characteristics
HAOYX:
1.23
DFIVX:
1.21
HAOYX:
1.75
DFIVX:
1.65
HAOYX:
1.21
DFIVX:
1.21
HAOYX:
0.90
DFIVX:
1.83
HAOYX:
5.10
DFIVX:
4.73
HAOYX:
3.13%
DFIVX:
3.24%
HAOYX:
12.99%
DFIVX:
12.69%
HAOYX:
-64.12%
DFIVX:
-66.29%
HAOYX:
-4.59%
DFIVX:
-1.47%
Returns By Period
The year-to-date returns for both investments are quite close, with HAOYX having a 7.58% return and DFIVX slightly higher at 7.77%. Over the past 10 years, HAOYX has underperformed DFIVX with an annualized return of 4.01%, while DFIVX has yielded a comparatively higher 5.40% annualized return.
HAOYX
7.58%
3.97%
2.92%
14.40%
4.92%
4.01%
DFIVX
7.77%
4.08%
2.56%
13.98%
9.82%
5.40%
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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.
Dividends
HAOYX vs. DFIVX - Dividend Comparison
HAOYX's dividend yield for the trailing twelve months is around 1.43%, less than DFIVX's 3.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAOYX The Hartford International Opportunities Fund | 1.43% | 1.54% | 1.59% | 0.89% | 1.55% | 0.64% | 1.57% | 1.74% | 1.53% | 1.48% | 1.13% | 1.54% |
DFIVX DFA International Value Portfolio | 3.66% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
Drawdowns
HAOYX vs. DFIVX - Drawdown Comparison
The maximum HAOYX drawdown since its inception was -64.12%, roughly equal to the maximum DFIVX drawdown of -66.29%. Use the drawdown chart below to compare losses from any high point for HAOYX and DFIVX. For additional features, visit the drawdowns tool.
Volatility
HAOYX vs. DFIVX - Volatility Comparison
The current volatility for The Hartford International Opportunities Fund (HAOYX) is 3.29%, while DFA International Value Portfolio (DFIVX) has a volatility of 3.56%. This indicates that HAOYX experiences smaller price fluctuations and is considered to be less risky than DFIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.