HGOIX vs. MIGNX
Compare and contrast key facts about The Hartford Growth Opportunities Fund Class I (HGOIX) and MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX).
HGOIX is managed by Hartford. It was launched on Feb 19, 2002. MIGNX is a passively managed fund by MFS that tracks the performance of the Russell 1000 Growth Index. It was launched on Jun 1, 2012.
Performance
HGOIX vs. MIGNX - Performance Comparison
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HGOIX vs. MIGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | -14.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
MIGNX MFS Massachusetts Investors Growth Stock Fund Class R6 | -11.85% | 10.31% | 27.60% | 24.51% | -18.92% | 26.52% | 22.96% | 40.34% | 1.14% | 29.12% |
Returns By Period
In the year-to-date period, HGOIX achieves a -14.11% return, which is significantly lower than MIGNX's -11.85% return. Both investments have delivered pretty close results over the past 10 years, with HGOIX having a 14.20% annualized return and MIGNX not far behind at 13.69%.
HGOIX
- 1D
- -1.18%
- 1M
- -8.76%
- YTD
- -14.11%
- 6M
- -13.84%
- 1Y
- 11.06%
- 3Y*
- 19.36%
- 5Y*
- 5.55%
- 10Y*
- 14.20%
MIGNX
- 1D
- -0.21%
- 1M
- -9.00%
- YTD
- -11.85%
- 6M
- -10.61%
- 1Y
- 2.43%
- 3Y*
- 12.73%
- 5Y*
- 8.87%
- 10Y*
- 13.69%
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HGOIX vs. MIGNX - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than MIGNX's 0.37% expense ratio.
Return for Risk
HGOIX vs. MIGNX — Risk / Return Rank
HGOIX
MIGNX
HGOIX vs. MIGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX). 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 | MIGNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.16 | +0.30 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.36 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 0.07 | +0.40 |
Martin ratioReturn relative to average drawdown | 1.60 | 0.24 | +1.36 |
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
| HGOIX | MIGNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.16 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.51 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.76 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.83 | -0.35 |
Correlation
The correlation between HGOIX and MIGNX is 0.85, 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. MIGNX - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 7.38%, less than MIGNX's 12.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 7.38% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
MIGNX MFS Massachusetts Investors Growth Stock Fund Class R6 | 12.65% | 11.15% | 16.98% | 4.25% | 4.67% | 10.36% | 7.48% | 7.46% | 10.83% | 7.02% | 4.99% | 6.73% |
Drawdowns
HGOIX vs. MIGNX - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, which is greater than MIGNX's maximum drawdown of -32.40%. Use the drawdown chart below to compare losses from any high point for HGOIX and MIGNX.
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Drawdown Indicators
| HGOIX | MIGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -32.40% | -25.67% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -13.68% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -26.48% | -18.51% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -32.40% | -12.59% |
Current DrawdownCurrent decline from peak | -17.71% | -13.68% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -12.07% | -3.87% | -8.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 3.74% | +1.39% |
Volatility
HGOIX vs. MIGNX - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 6.70% compared to MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) at 4.33%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than MIGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGOIX | MIGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 4.33% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 14.08% | 9.34% | +4.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.66% | 17.63% | +6.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.06% | 17.44% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 18.16% | +5.17% |