HGOIX vs. JENSX
Compare and contrast key facts about The Hartford Growth Opportunities Fund Class I (HGOIX) and Jensen Quality Growth Fund (JENSX).
HGOIX is managed by Hartford. It was launched on Feb 19, 2002. JENSX is managed by Jensen. It was launched on Aug 3, 1992.
Performance
HGOIX vs. JENSX - Performance Comparison
Loading graphics...
HGOIX vs. JENSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
JENSX Jensen Quality Growth Fund | -10.38% | 4.46% | -1.03% | 16.60% | -16.58% | 30.32% | 8.24% | 29.02% | 2.01% | 23.21% |
Returns By Period
The year-to-date returns for both stocks are quite close, with HGOIX having a -10.11% return and JENSX slightly lower at -10.38%. Over the past 10 years, HGOIX has outperformed JENSX with an annualized return of 14.72%, while JENSX has yielded a comparatively lower 8.01% annualized return.
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
JENSX
- 1D
- 2.71%
- 1M
- -7.39%
- YTD
- -10.38%
- 6M
- -11.42%
- 1Y
- -5.32%
- 3Y*
- 1.09%
- 5Y*
- 2.59%
- 10Y*
- 8.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HGOIX vs. JENSX - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than JENSX's 0.81% expense ratio.
Return for Risk
HGOIX vs. JENSX — Risk / Return Rank
HGOIX
JENSX
HGOIX vs. JENSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Jensen Quality Growth Fund (JENSX). 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.
| HGOIX | JENSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | -0.31 | +0.99 |
Sortino ratioReturn per unit of downside risk | 1.11 | -0.35 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.96 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | -0.26 | +1.16 |
Martin ratioReturn relative to average drawdown | 3.09 | -0.97 | +4.05 |
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
| HGOIX | JENSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | -0.31 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.16 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.47 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | -0.01 |
Correlation
The correlation between HGOIX and JENSX is 0.81, 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
HGOIX vs. JENSX - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 7.05%, less than JENSX's 42.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
JENSX Jensen Quality Growth Fund | 42.98% | 38.59% | 0.64% | 7.82% | 3.02% | 6.69% | 0.94% | 8.12% | 10.12% | 3.24% | 4.62% | 11.65% |
Drawdowns
HGOIX vs. JENSX - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, which is greater than JENSX's maximum drawdown of -45.54%. Use the drawdown chart below to compare losses from any high point for HGOIX and JENSX.
Loading graphics...
Drawdown Indicators
| HGOIX | JENSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -45.54% | -12.53% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -14.74% | -2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -23.81% | -21.18% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -30.72% | -14.27% |
Current DrawdownCurrent decline from peak | -13.88% | -18.79% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -12.07% | -6.23% | -5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 3.89% | +1.31% |
Volatility
HGOIX vs. JENSX - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 8.30% compared to Jensen Quality Growth Fund (JENSX) at 5.37%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than JENSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HGOIX | JENSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 5.37% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 8.96% | +5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 16.20% | +7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 15.96% | +9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 17.11% | +6.26% |