HIADX vs. TILVX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and TIAA-CREF Large-Cap Value Index Fund (TILVX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. TILVX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
HIADX vs. TILVX - Performance Comparison
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HIADX vs. TILVX - 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% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 2.07% | 15.81% | 14.26% | 11.49% | -7.57% | 25.05% | 2.90% | 26.48% | -8.38% | 10.93% |
Returns By Period
In the year-to-date period, HIADX achieves a -2.84% return, which is significantly lower than TILVX's 2.07% return. Over the past 10 years, HIADX has outperformed TILVX with an annualized return of 11.89%, while TILVX has yielded a comparatively lower 10.22% 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%
TILVX
- 1D
- 2.11%
- 1M
- -4.67%
- YTD
- 2.07%
- 6M
- 5.80%
- 1Y
- 15.81%
- 3Y*
- 14.23%
- 5Y*
- 9.17%
- 10Y*
- 10.22%
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HIADX vs. TILVX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is higher than TILVX's 0.05% expense ratio.
Return for Risk
HIADX vs. TILVX — Risk / Return Rank
HIADX
TILVX
HIADX vs. TILVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) and TIAA-CREF Large-Cap Value Index Fund (TILVX). 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 | TILVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.01 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.46 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.30 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.70 | 6.11 | -0.41 |
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 | TILVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.01 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.58 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.45 | -0.35 |
Correlation
The correlation between HIADX and TILVX is 0.97, 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. TILVX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 19.27%, more than TILVX's 5.84% 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% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 5.84% | 5.96% | 3.04% | 4.90% | 4.57% | 3.77% | 2.26% | 7.05% | 4.68% | 2.01% | 3.14% | 4.24% |
Drawdowns
HIADX vs. TILVX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.66%, smaller than the maximum TILVX drawdown of -60.05%. Use the drawdown chart below to compare losses from any high point for HIADX and TILVX.
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Drawdown Indicators
| HIADX | TILVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -60.05% | +8.39% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -11.79% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -19.40% | -19.00% | -0.40% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -40.15% | +4.51% |
Current DrawdownCurrent decline from peak | -6.05% | -4.83% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -8.32% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.51% | -0.09% |
Volatility
HIADX vs. TILVX - Volatility Comparison
Hartford Dividend and Growth HLS Fund (HIADX) and TIAA-CREF Large-Cap Value Index Fund (TILVX) have volatilities of 4.45% and 4.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIADX | TILVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.38% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 8.32% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.76% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 14.82% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 17.65% | -0.80% |