HDGYX vs. ACIIX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and American Century Equity Income Fund Class I (ACIIX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HDGYX vs. ACIIX - Performance Comparison
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HDGYX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | -4.88% | 17.15% | 12.41% | 14.11% | -8.62% | 31.32% | 8.03% | 31.88% | -5.44% | 18.29% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HDGYX achieves a -4.88% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, HDGYX has outperformed ACIIX with an annualized return of 11.93%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
HDGYX
- 1D
- -0.35%
- 1M
- -7.95%
- YTD
- -4.88%
- 6M
- 0.06%
- 1Y
- 10.13%
- 3Y*
- 12.36%
- 5Y*
- 9.21%
- 10Y*
- 11.93%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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HDGYX vs. ACIIX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
HDGYX vs. ACIIX — Risk / Return Rank
HDGYX
ACIIX
HDGYX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HDGYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.93 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.35 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.11 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.15 | 4.37 | -0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HDGYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.93 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.70 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.67 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.04 |
Correlation
The correlation between HDGYX and ACIIX is 0.92, 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.
Dividends
HDGYX vs. ACIIX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 12.92%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | 12.92% | 12.31% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 7.15% | 12.64% | 11.68% | 4.92% | 10.83% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HDGYX vs. ACIIX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HDGYX and ACIIX.
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Drawdown Indicators
| HDGYX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -39.16% | -11.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -8.96% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -18.79% | -13.49% | -5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -32.76% | -2.22% |
Current DrawdownCurrent decline from peak | -8.00% | -5.73% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -5.26% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.30% | +0.09% |
Volatility
HDGYX vs. ACIIX - Volatility Comparison
The Hartford Dividend and Growth Fund (HDGYX) has a higher volatility of 3.68% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that HDGYX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDGYX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 2.76% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 6.05% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 11.61% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 10.74% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 13.37% | +3.23% |