HDGYX vs. MEIAX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and MFS Value Fund (MEIAX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. MEIAX is managed by MFS. It was launched on Jan 2, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDGYX or MEIAX.
Key characteristics
| HDGYX | MEIAX | |
|---|---|---|
| YTD Return | 13.36% | 14.87% |
| 1Y Return | 20.66% | 21.61% |
| 3Y Return (Ann) | 8.83% | 7.42% |
| 5Y Return (Ann) | 12.38% | 9.91% |
| 10Y Return (Ann) | 9.83% | 9.37% |
| Sharpe Ratio | 1.93 | 2.03 |
| Daily Std Dev | 10.25% | 10.16% |
| Max Drawdown | -50.78% | -52.28% |
| Current Drawdown | -0.73% | -0.63% |
Correlation
The correlation between HDGYX and MEIAX is 0.95, 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. MEIAX - Performance Comparison
In the year-to-date period, HDGYX achieves a 13.36% return, which is significantly lower than MEIAX's 14.87% return. Both investments have delivered pretty close results over the past 10 years, with HDGYX having a 9.83% annualized return and MEIAX not far behind at 9.37%. 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. MEIAX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is lower than MEIAX's 0.80% expense ratio.
Risk-Adjusted Performance
HDGYX vs. MEIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and MFS Value Fund (MEIAX). 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. MEIAX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 1.75%, less than MEIAX's 7.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDGYX The Hartford Dividend and Growth Fund | 1.75% | 1.82% | 6.08% | 5.80% | 3.61% | 4.41% | 12.64% | 11.68% | 4.92% | 1.97% | 10.73% | 8.30% |
MEIAX MFS Value Fund | 7.31% | 8.22% | 7.36% | 3.10% | 2.42% | 2.97% | 3.36% | 4.30% | 3.59% | 6.23% | 5.09% | 3.66% |
Drawdowns
HDGYX vs. MEIAX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, roughly equal to the maximum MEIAX drawdown of -52.28%. Use the drawdown chart below to compare losses from any high point for HDGYX and MEIAX. For additional features, visit the drawdowns tool.
Volatility
HDGYX vs. MEIAX - Volatility Comparison
The Hartford Dividend and Growth Fund (HDGYX) and MFS Value Fund (MEIAX) have volatilities of 2.82% and 2.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.