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. It was launched on Nov 25, 2002.
Performance
HDGYX vs. LBSAX - Performance Comparison
Loading graphics...
HDGYX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | -2.90% | 17.15% | 12.41% | 14.11% | -8.62% | 31.32% | 8.03% | 31.88% | -5.44% | 18.29% |
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, HDGYX achieves a -2.90% return, which is significantly lower than LBSAX's 3.18% return. Both investments have delivered pretty close results over the past 10 years, with HDGYX having a 12.16% annualized return and LBSAX not far behind at 11.87%.
HDGYX
- 1D
- 2.08%
- 1M
- -5.91%
- YTD
- -2.90%
- 6M
- 1.74%
- 1Y
- 12.40%
- 3Y*
- 13.13%
- 5Y*
- 9.46%
- 10Y*
- 12.16%
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HDGYX vs. LBSAX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
HDGYX vs. LBSAX — Risk / Return Rank
HDGYX
LBSAX
HDGYX vs. LBSAX - Risk-Adjusted Trends 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.
| HDGYX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.20 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.71 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.74 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.59 | 8.03 | -2.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HDGYX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.20 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.79 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.05 |
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.
Dividends
HDGYX vs. LBSAX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 12.66%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | 12.66% | 12.31% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 7.15% | 12.64% | 11.68% | 4.92% | 10.83% |
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
HDGYX vs. LBSAX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, 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.
Loading graphics...
Drawdown Indicators
| HDGYX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -47.89% | -2.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -10.19% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -18.79% | -17.16% | -1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -32.82% | -2.16% |
Current DrawdownCurrent decline from peak | -6.08% | -3.98% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -5.29% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.20% | +0.22% |
Volatility
HDGYX vs. LBSAX - Volatility Comparison
The Hartford Dividend and Growth Fund (HDGYX) has a higher volatility of 4.42% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that HDGYX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HDGYX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 3.47% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 7.01% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 13.68% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 13.30% | +0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 15.69% | +0.92% |