HIADX vs. DODFX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and Dodge & Cox International Stock Fund (DODFX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. DODFX is managed by Dodge & Cox.
Performance
HIADX vs. DODFX - Performance Comparison
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HIADX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | -2.32% | 17.35% | 12.78% | 14.23% | -9.23% | 32.06% | 7.67% | 28.38% | -5.52% | 18.35% |
DODFX Dodge & Cox International Stock Fund | 2.00% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, HIADX achieves a -2.32% return, which is significantly lower than DODFX's 2.00% return. Over the past 10 years, HIADX has outperformed DODFX with an annualized return of 11.95%, while DODFX has yielded a comparatively lower 10.23% annualized return.
HIADX
- 1D
- 0.54%
- 1M
- -4.12%
- YTD
- -2.32%
- 6M
- 2.67%
- 1Y
- 12.75%
- 3Y*
- 13.59%
- 5Y*
- 9.65%
- 10Y*
- 11.95%
DODFX
- 1D
- 1.27%
- 1M
- -2.16%
- YTD
- 2.00%
- 6M
- 6.79%
- 1Y
- 28.45%
- 3Y*
- 17.31%
- 5Y*
- 10.42%
- 10Y*
- 10.23%
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HIADX vs. DODFX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
HIADX vs. DODFX — Risk / Return Rank
HIADX
DODFX
HIADX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) and Dodge & Cox International Stock Fund (DODFX). 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 | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.89 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.42 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.54 | -1.31 |
Martin ratioReturn relative to average drawdown | 5.44 | 9.52 | -4.09 |
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 | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.89 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.66 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.56 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.39 | -0.29 |
Correlation
The correlation between HIADX and DODFX is 0.77, 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. DODFX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 19.16%, more than DODFX's 4.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIADX Hartford Dividend and Growth HLS Fund | 19.16% | 18.72% | 9.10% | 10.50% | 14.03% | 5.91% | 6.55% | 14.16% | 14.98% | 8.53% | 14.00% | 18.67% |
DODFX Dodge & Cox International Stock Fund | 4.96% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
HIADX vs. DODFX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.66%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for HIADX and DODFX.
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Drawdown Indicators
| HIADX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -63.23% | +11.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.99% | -11.14% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -24.52% | +5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -44.61% | +8.97% |
Current DrawdownCurrent decline from peak | -5.54% | -7.44% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -11.72% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 3.05% | -0.61% |
Volatility
HIADX vs. DODFX - Volatility Comparison
The current volatility for Hartford Dividend and Growth HLS Fund (HIADX) is 4.39%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 6.23%. This indicates that HIADX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIADX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 6.23% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 10.08% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 15.18% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 15.82% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 18.25% | -1.40% |