HDGYX vs. LBSAX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and Columbia Dividend Income Fund Class A (LBSAX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDGYX or LBSAX.
Key characteristics
| HDGYX | LBSAX | |
|---|---|---|
| YTD Return | 16.52% | 18.15% |
| 1Y Return | 26.80% | 27.74% |
| 3Y Return (Ann) | 4.43% | 8.26% |
| 5Y Return (Ann) | 9.21% | 11.68% |
| 10Y Return (Ann) | 5.19% | 10.95% |
| Sharpe Ratio | 2.74 | 2.90 |
| Sortino Ratio | 3.73 | 4.11 |
| Omega Ratio | 1.51 | 1.54 |
| Calmar Ratio | 2.43 | 4.62 |
| Martin Ratio | 18.44 | 19.16 |
| Ulcer Index | 1.44% | 1.45% |
| Daily Std Dev | 9.72% | 9.54% |
| Max Drawdown | -53.48% | -47.89% |
| Current Drawdown | -0.31% | -0.28% |
Correlation
The correlation between HDGYX and LBSAX is 0.96, 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. LBSAX - Performance Comparison
In the year-to-date period, HDGYX achieves a 16.52% return, which is significantly lower than LBSAX's 18.15% return. Over the past 10 years, HDGYX has underperformed LBSAX with an annualized return of 5.19%, while LBSAX has yielded a comparatively higher 10.95% 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. LBSAX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Risk-Adjusted Performance
HDGYX vs. LBSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and Columbia Dividend Income Fund Class A (LBSAX). 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. LBSAX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 1.46%, less than LBSAX's 1.48% 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% |
LBSAX Columbia Dividend Income Fund Class A | 1.48% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
Drawdowns
HDGYX vs. LBSAX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -53.48%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for HDGYX and LBSAX. For additional features, visit the drawdowns tool.
Volatility
HDGYX vs. LBSAX - Volatility Comparison
The current volatility for The Hartford Dividend and Growth Fund (HDGYX) is 3.07%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 3.37%. This indicates that HDGYX experiences smaller price fluctuations and is considered to be less risky than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.