Correlation
The correlation between HGIYX and SWPPX is 0.98, 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.
HGIYX vs. SWPPX
Compare and contrast key facts about Hartford Core Equity Fund (HGIYX) and Schwab S&P 500 Index Fund (SWPPX).
HGIYX is managed by Hartford. It was launched on Apr 30, 1998. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGIYX or SWPPX.
Performance
HGIYX vs. SWPPX - Performance Comparison
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Key characteristics
HGIYX:
0.70
SWPPX:
0.73
HGIYX:
0.96
SWPPX:
1.04
HGIYX:
1.14
SWPPX:
1.15
HGIYX:
0.65
SWPPX:
0.69
HGIYX:
2.46
SWPPX:
2.62
HGIYX:
4.53%
SWPPX:
4.92%
HGIYX:
18.45%
SWPPX:
19.76%
HGIYX:
-51.89%
SWPPX:
-55.06%
HGIYX:
-3.13%
SWPPX:
-3.42%
Returns By Period
In the year-to-date period, HGIYX achieves a 0.54% return, which is significantly lower than SWPPX's 1.05% return. Both investments have delivered pretty close results over the past 10 years, with HGIYX having a 12.26% annualized return and SWPPX not far ahead at 12.80%.
HGIYX
0.54%
5.42%
-1.23%
12.81%
13.31%
14.37%
12.26%
SWPPX
1.05%
6.29%
-1.37%
14.40%
14.37%
15.91%
12.80%
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HGIYX vs. SWPPX - Expense Ratio Comparison
HGIYX has a 0.45% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
HGIYX vs. SWPPX — Risk-Adjusted Performance Rank
HGIYX
SWPPX
HGIYX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Core Equity Fund (HGIYX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
HGIYX vs. SWPPX - Dividend Comparison
HGIYX's dividend yield for the trailing twelve months is around 8.88%, more than SWPPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGIYX Hartford Core Equity Fund | 8.88% | 8.93% | 2.99% | 4.02% | 3.18% | 0.75% | 2.65% | 5.63% | 3.76% | 1.62% | 2.11% | 4.12% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
HGIYX vs. SWPPX - Drawdown Comparison
The maximum HGIYX drawdown since its inception was -51.89%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for HGIYX and SWPPX.
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Volatility
HGIYX vs. SWPPX - Volatility Comparison
The current volatility for Hartford Core Equity Fund (HGIYX) is 4.21%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.77%. This indicates that HGIYX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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