HIADX vs. ACIIX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and American Century Equity Income Fund Class I (ACIIX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HIADX vs. ACIIX - Performance Comparison
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HIADX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | -2.84% | 17.35% | 12.78% | 14.23% | -9.23% | 32.06% | 7.67% | 28.38% | -5.52% | 18.35% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HIADX achieves a -2.84% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, HIADX has outperformed ACIIX with an annualized return of 11.89%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
HIADX
- 1D
- 2.11%
- 1M
- -5.89%
- YTD
- -2.84%
- 6M
- 1.94%
- 1Y
- 12.62%
- 3Y*
- 13.38%
- 5Y*
- 9.53%
- 10Y*
- 11.89%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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HIADX vs. ACIIX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
HIADX vs. ACIIX — Risk / Return Rank
HIADX
ACIIX
HIADX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HIADX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.95 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.37 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.29 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.70 | 5.04 | +0.65 |
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
| HIADX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.95 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.71 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.67 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.53 | -0.43 |
Correlation
The correlation between HIADX and ACIIX is 0.92, 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
HIADX vs. ACIIX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 19.27%, more than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | 19.27% | 18.72% | 9.10% | 10.50% | 14.03% | 5.91% | 6.55% | 14.16% | 14.98% | 8.53% | 14.00% | 18.67% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HIADX vs. ACIIX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.66%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HIADX and ACIIX.
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Drawdown Indicators
| HIADX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -39.16% | -12.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -8.96% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -13.49% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -32.76% | -2.88% |
Current DrawdownCurrent decline from peak | -6.05% | -4.86% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -5.26% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.32% | +0.10% |
Volatility
HIADX vs. ACIIX - Volatility Comparison
Hartford Dividend and Growth HLS Fund (HIADX) has a higher volatility of 4.45% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that HIADX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIADX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 3.01% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 6.12% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 11.62% | +3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 10.74% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 13.37% | +3.48% |