HDGYX vs. HGOIX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HDGYX vs. HGOIX - Performance Comparison
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HDGYX vs. HGOIX - 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% |
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
Returns By Period
In the year-to-date period, HDGYX achieves a -4.88% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HDGYX has underperformed HGOIX with an annualized return of 11.93%, while HGOIX has yielded a comparatively higher 14.72% 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%
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
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HDGYX vs. HGOIX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is lower than HGOIX's 0.82% expense ratio.
Return for Risk
HDGYX vs. HGOIX — Risk / Return Rank
HDGYX
HGOIX
HDGYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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 | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.68 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.11 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.91 | +0.02 |
Martin ratioReturn relative to average drawdown | 4.15 | 3.09 | +1.06 |
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 | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.68 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.25 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.63 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.50 | +0.07 |
Correlation
The correlation between HDGYX and HGOIX is 0.78, 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. HGOIX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 12.92%, more than HGOIX's 7.05% 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% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HDGYX vs. HGOIX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, smaller than the maximum HGOIX drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HDGYX and HGOIX.
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Drawdown Indicators
| HDGYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -58.07% | +7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -17.71% | +6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -18.79% | -44.99% | +26.20% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -44.99% | +10.01% |
Current DrawdownCurrent decline from peak | -8.00% | -13.88% | +5.88% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -12.07% | +6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 5.20% | -2.81% |
Volatility
HDGYX vs. HGOIX - Volatility Comparison
The current volatility for The Hartford Dividend and Growth Fund (HDGYX) is 3.68%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HDGYX experiences smaller price fluctuations and is considered to be less risky than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDGYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 8.30% | -4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 14.82% | -6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 24.05% | -9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 25.14% | -11.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 23.37% | -6.77% |