HIADX vs. VFIAX
Compare and contrast key facts about Hartford Dividend and Growth HLS Fund (HIADX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
HIADX is managed by Hartford. It was launched on Mar 9, 1994. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIADX or VFIAX.
Key characteristics
HIADX | VFIAX | |
---|---|---|
YTD Return | 13.34% | 18.95% |
1Y Return | 20.90% | 28.24% |
3Y Return (Ann) | 8.66% | 9.89% |
5Y Return (Ann) | 12.41% | 15.27% |
10Y Return (Ann) | 9.36% | 12.85% |
Sharpe Ratio | 2.00 | 2.20 |
Daily Std Dev | 10.30% | 12.70% |
Max Drawdown | -51.70% | -55.20% |
Current Drawdown | -1.06% | -0.62% |
Correlation
The correlation between HIADX and VFIAX is 0.95, 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.
Performance
HIADX vs. VFIAX - Performance Comparison
In the year-to-date period, HIADX achieves a 13.34% return, which is significantly lower than VFIAX's 18.95% return. Over the past 10 years, HIADX has underperformed VFIAX with an annualized return of 9.36%, while VFIAX has yielded a comparatively higher 12.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HIADX vs. VFIAX - Expense Ratio Comparison
HIADX has a 0.66% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
HIADX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth HLS Fund (HIADX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
HIADX vs. VFIAX - Dividend Comparison
HIADX's dividend yield for the trailing twelve months is around 7.16%, more than VFIAX's 1.27% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Hartford Dividend and Growth HLS Fund | 7.16% | 10.50% | 14.03% | 5.91% | 6.65% | 1.83% | 15.14% | 8.52% | 13.98% | 18.62% | 15.14% | 4.43% |
Vanguard 500 Index Fund Admiral Shares | 1.27% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
HIADX vs. VFIAX - Drawdown Comparison
The maximum HIADX drawdown since its inception was -51.70%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HIADX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
HIADX vs. VFIAX - Volatility Comparison
The current volatility for Hartford Dividend and Growth HLS Fund (HIADX) is 2.87%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.99%. This indicates that HIADX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.