HDGYX vs. VIVIX
Compare and contrast key facts about The Hartford Dividend and Growth Fund (HDGYX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
HDGYX is managed by Hartford. It was launched on Jul 22, 1996. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
HDGYX vs. VIVIX - Performance Comparison
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HDGYX vs. VIVIX - 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% |
VIVIX Vanguard Value Index Fund Institutional Shares | 1.63% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
Returns By Period
In the year-to-date period, HDGYX achieves a -4.88% return, which is significantly lower than VIVIX's 1.63% return. Both investments have delivered pretty close results over the past 10 years, with HDGYX having a 11.93% annualized return and VIVIX not far behind at 11.62%.
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%
VIVIX
- 1D
- -0.17%
- 1M
- -6.36%
- YTD
- 1.63%
- 6M
- 4.64%
- 1Y
- 14.18%
- 3Y*
- 14.46%
- 5Y*
- 10.63%
- 10Y*
- 11.62%
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HDGYX vs. VIVIX - Expense Ratio Comparison
HDGYX has a 0.69% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
HDGYX vs. VIVIX — Risk / Return Rank
HDGYX
VIVIX
HDGYX vs. VIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Dividend and Growth Fund (HDGYX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.04 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.50 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.25 | -0.32 |
Martin ratioReturn relative to average drawdown | 4.15 | 5.67 | -1.52 |
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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.04 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.77 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.39 | +0.17 |
Correlation
The correlation between HDGYX and VIVIX is 0.97, 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. VIVIX - Dividend Comparison
HDGYX's dividend yield for the trailing twelve months is around 12.92%, more than VIVIX's 2.06% 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% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.06% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
HDGYX vs. VIVIX - Drawdown Comparison
The maximum HDGYX drawdown since its inception was -50.78%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for HDGYX and VIVIX.
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Drawdown Indicators
| HDGYX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -59.30% | +8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -11.29% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -18.79% | -17.12% | -1.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -36.80% | +1.82% |
Current DrawdownCurrent decline from peak | -8.00% | -6.36% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -9.31% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.48% | -0.09% |
Volatility
HDGYX vs. VIVIX - Volatility Comparison
The Hartford Dividend and Growth Fund (HDGYX) has a higher volatility of 3.68% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 3.27%. This indicates that HDGYX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDGYX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.27% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 7.52% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 14.82% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 13.90% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 16.74% | -0.14% |