HGOIX vs. VRGWX
HGOIX (The Hartford Growth Opportunities Fund Class I) and VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. Over the past 10 years, HGOIX returned 15.56%/yr vs 17.87%/yr for VRGWX. Their correlation of 0.94 means they have usually moved in the same direction. HGOIX charges 0.82%/yr vs 0.05%/yr for VRGWX.
Performance
HGOIX vs. VRGWX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HGOIX achieves a 3.44% return, which is significantly higher than VRGWX's 0.30% return. Over the past 10 years, HGOIX has underperformed VRGWX with an annualized return of 15.56%, while VRGWX has yielded a comparatively higher 17.87% annualized return.
HGOIX
- 1D
- 1.66%
- 1M
- -3.30%
- 6M
- 5.49%
- YTD
- 3.44%
- 1Y
- 11.27%
- 3Y*
- 20.85%
- 5Y*
- 7.59%
- 10Y*
- 15.56%
- ALL TIME*
- 11.91%
VRGWX
- 1D
- 0.81%
- 1M
- -2.43%
- 6M
- 1.53%
- YTD
- 0.30%
- 1Y
- 10.12%
- 3Y*
- 19.26%
- 5Y*
- 12.64%
- 10Y*
- 17.87%
- ALL TIME*
- 16.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HGOIX vs. VRGWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 3.44% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.30% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
Correlation
The correlation between HGOIX and VRGWX is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010 | 0.94 |
The correlation between HGOIX and VRGWX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HGOIX vs. VRGWX — Risk / Return Rank
HGOIX
VRGWX
HGOIX vs. VRGWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund Class I (HGOIX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HGOIX | VRGWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.09 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.50 | +0.01 |
| Martin ratioReturn relative to average drawdown | 1.49 | 1.48 | +0.01 |
Loading charts...
Drawdowns
HGOIX vs. VRGWX - Drawdown Comparison
The maximum HGOIX drawdown since its inception was -58.07%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for HGOIX and VRGWX.
Loading charts...
Drawdown Indicators
| HGOIX | VRGWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -32.70% | -25.37% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -16.19% | -1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -25.42% | -23.44% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -32.70% | -12.29% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -32.70% | -12.29% |
Current DrawdownCurrent decline from peak | -9.80% | -7.97% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -11.94% | -4.89% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 5.40% | +0.63% |
Volatility
HGOIX vs. VRGWX - Volatility Comparison
The Hartford Growth Opportunities Fund Class I (HGOIX) has a higher volatility of 7.31% compared to Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) at 6.43%. This indicates that HGOIX's price experiences larger fluctuations and is considered to be riskier than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HGOIX | VRGWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 6.43% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 17.72% | 14.06% | +3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 17.52% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.54% | 21.93% | +3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 21.29% | +2.36% |
HGOIX vs. VRGWX - Expense Ratio Comparison
HGOIX has a 0.82% expense ratio, which is higher than VRGWX's 0.05% expense ratio.
Dividends
HGOIX vs. VRGWX - Dividend Comparison
HGOIX's dividend yield for the trailing twelve months is around 6.13%, more than VRGWX's 0.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOIX The Hartford Growth Opportunities Fund Class I | 6.13% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.49% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
Frequently Asked Questions
With a correlation of 0.95, HGOIX and VRGWX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HGOIX has higher volatility (7.31%) compared to VRGWX (6.43%). In terms of maximum drawdown, HGOIX dropped -58.07% vs VRGWX's -32.70%.
VRGWX currently has the higher Sharpe Ratio (0.46 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for HGOIX and VRGWX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer