HDGYX vs. HISCX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and Hartford Small Cap Growth HLS Fund (HISCX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. HISCX is managed by Hartford. It was launched on May 2, 1994.
Performance
HDGYX vs. HISCX - Performance Comparison
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HDGYX vs. HISCX - 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% |
HISCX Hartford Small Cap Growth HLS Fund | -5.78% | 6.50% | 13.13% | 18.42% | -29.00% | 4.25% | 33.20% | 35.53% | -11.71% | 20.07% |
Returns By Period
In the year-to-date period, HDGYX achieves a -4.88% return, which is significantly higher than HISCX's -5.78% return. Over the past 10 years, HDGYX has outperformed HISCX with an annualized return of 11.93%, while HISCX has yielded a comparatively lower 8.39% 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%
HISCX
- 1D
- -2.03%
- 1M
- -10.61%
- YTD
- -5.78%
- 6M
- -2.85%
- 1Y
- 15.12%
- 3Y*
- 8.77%
- 5Y*
- -0.47%
- 10Y*
- 8.39%
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HDGYX vs. HISCX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is higher than HISCX's 0.64% expense ratio.
Return for Risk
HDGYX vs. HISCX — Risk / Return Rank
HDGYX
HISCX
HDGYX vs. HISCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and Hartford Small Cap Growth HLS Fund (HISCX). 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 | HISCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.58 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.98 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.82 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.15 | 3.03 | +1.12 |
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 | HISCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.58 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | -0.02 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.35 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.28 | +0.29 |
Correlation
The correlation between HDGYX and HISCX is 0.76, 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. HISCX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 12.92%, less than HISCX's 25.66% 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% |
HISCX Hartford Small Cap Growth HLS Fund | 25.66% | 24.18% | 0.29% | 0.00% | 22.03% | 8.72% | 2.93% | 19.12% | 7.80% | 0.04% | 4.39% | 0.00% |
Drawdowns
HDGYX vs. HISCX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, smaller than the maximum HISCX drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for HDGYX and HISCX.
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Drawdown Indicators
| HDGYX | HISCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -82.02% | +31.24% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -14.36% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.79% | -39.40% | +20.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -40.25% | +5.27% |
Current DrawdownCurrent decline from peak | -8.00% | -13.26% | +5.26% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -32.42% | +26.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 3.91% | -1.52% |
Volatility
HDGYX vs. HISCX - Volatility Comparison
The current volatility for The Hartford Dividend and Growth Fund (HDGYX) is 3.68%, while Hartford Small Cap Growth HLS Fund (HISCX) has a volatility of 7.70%. This indicates that HDGYX experiences smaller price fluctuations and is considered to be less risky than HISCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDGYX | HISCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 7.70% | -4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 15.48% | -7.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 24.38% | -9.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 23.58% | -9.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 23.74% | -7.14% |