HDGYX vs. BEGIX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and Sterling Capital Equity Income Fund (BEGIX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDGYX or BEGIX.
Key characteristics
| HDGYX | BEGIX | |
|---|---|---|
| YTD Return | 16.73% | 12.59% |
| 1Y Return | 28.05% | 17.37% |
| 3Y Return (Ann) | 4.49% | 2.15% |
| 5Y Return (Ann) | 9.25% | 7.61% |
| 10Y Return (Ann) | 5.20% | 6.24% |
| Sharpe Ratio | 2.78 | 1.35 |
| Sortino Ratio | 3.79 | 1.72 |
| Omega Ratio | 1.52 | 1.27 |
| Calmar Ratio | 2.47 | 1.59 |
| Martin Ratio | 18.75 | 6.03 |
| Ulcer Index | 1.44% | 2.74% |
| Daily Std Dev | 9.72% | 12.25% |
| Max Drawdown | -53.48% | -43.85% |
| Current Drawdown | -0.13% | -0.03% |
Correlation
The correlation between HDGYX and BEGIX 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
HDGYX vs. BEGIX - Performance Comparison
In the year-to-date period, HDGYX achieves a 16.73% return, which is significantly higher than BEGIX's 12.59% return. Over the past 10 years, HDGYX has underperformed BEGIX with an annualized return of 5.20%, while BEGIX has yielded a comparatively higher 6.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HDGYX vs. BEGIX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is lower than BEGIX's 0.79% expense ratio.
Risk-Adjusted Performance
HDGYX vs. BEGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and Sterling Capital Equity Income Fund (BEGIX). 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
HDGYX vs. BEGIX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 1.46%, which matches BEGIX's 1.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | 1.46% | 1.49% | 1.54% | 1.19% | 1.62% | 1.67% | 2.07% | 1.70% | 1.78% | 1.98% | 1.78% | 1.74% |
BEGIX Sterling Capital Equity Income Fund | 1.46% | 1.64% | 1.64% | 1.33% | 1.73% | 2.07% | 1.92% | 2.01% | 1.95% | 2.24% | 2.06% | 1.56% |
Drawdowns
HDGYX vs. BEGIX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -53.48%, which is greater than BEGIX's maximum drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for HDGYX and BEGIX. For additional features, visit the drawdowns tool.
Volatility
HDGYX vs. BEGIX - Volatility Comparison
The current volatility for The Hartford Dividend and Growth Fund (HDGYX) is 3.04%, while Sterling Capital Equity Income Fund (BEGIX) has a volatility of 3.53%. This indicates that HDGYX experiences smaller price fluctuations and is considered to be less risky than BEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.