HGIYX vs. DQIRX

In the year-to-date period, HGIYX achieves a 0.54% return, which is significantly lower than DQIRX's 1.25% return. Over the past 10 years, HGIYX has outperformed DQIRX with an annualized return of 12.26%, while DQIRX has yielded a comparatively lower 11.55% annualized return.

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HGIYX has a 0.45% expense ratio, which is lower than DQIRX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and BNY Mellon Equity Income Fund (DQIRX). 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.

The current HGIYX Sharpe Ratio is 0.70, which is comparable to the DQIRX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of HGIYX and DQIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HGIYX's dividend yield for the trailing twelve months is around 8.88%, more than DQIRX's 7.42% yield.

The maximum HGIYX drawdown since its inception was -51.89%, roughly equal to the maximum DQIRX drawdown of -50.77%. Use the drawdown chart below to compare losses from any high point for HGIYX and DQIRX.

The current volatility for Hartford Core Equity Fund (HGIYX) is 4.21%, while BNY Mellon Equity Income Fund (DQIRX) has a volatility of 4.54%. This indicates that HGIYX experiences smaller price fluctuations and is considered to be less risky than DQIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.