HILAX vs. HDGYX
Compare and contrast key facts about Hartford International Value Fund Class A (HILAX) and The Hartford Dividend and Growth Fund (HDGYX).
HILAX is an actively managed fund by Hartford. It was launched on May 28, 2010. HDGYX is managed by Hartford. It was launched on Jul 22, 1996.
Performance
HILAX vs. HDGYX - Performance Comparison
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HILAX vs. HDGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HILAX Hartford International Value Fund Class A | 0.79% | 44.31% | 0.11% | 19.55% | -2.58% | 18.46% | -6.29% | 17.94% | -17.98% | 24.35% |
HDGYX The Hartford Dividend and Growth Fund | -4.88% | 17.15% | 12.41% | 14.11% | -8.62% | 31.32% | 8.03% | 31.88% | -5.44% | 18.29% |
Returns By Period
In the year-to-date period, HILAX achieves a 0.79% return, which is significantly higher than HDGYX's -4.88% return. Over the past 10 years, HILAX has underperformed HDGYX with an annualized return of 10.37%, while HDGYX has yielded a comparatively higher 11.93% annualized return.
HILAX
- 1D
- -0.04%
- 1M
- -10.15%
- YTD
- 0.79%
- 6M
- 7.10%
- 1Y
- 29.15%
- 3Y*
- 17.55%
- 5Y*
- 12.44%
- 10Y*
- 10.37%
HDGYX
- 1D
- -0.35%
- 1M
- -7.95%
- YTD
- -4.88%
- 6M
- 0.06%
- 1Y
- 10.13%
- 3Y*
- 12.36%
- 5Y*
- 9.21%
- 10Y*
- 11.93%
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HILAX vs. HDGYX - Expense Ratio Comparison
HILAX has a 1.18% expense ratio, which is higher than HDGYX's 0.69% expense ratio.
Return for Risk
HILAX vs. HDGYX — Risk / Return Rank
HILAX
HDGYX
HILAX vs. HDGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Value Fund Class A (HILAX) and The Hartford Dividend and Growth Fund (HDGYX). 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.
| HILAX | HDGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.75 | +1.05 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.13 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.16 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 0.92 | +1.29 |
Martin ratioReturn relative to average drawdown | 8.86 | 4.15 | +4.71 |
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
| HILAX | HDGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.75 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.66 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.72 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.56 | -0.02 |
Correlation
The correlation between HILAX and HDGYX is 0.78, 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
HILAX vs. HDGYX - Dividend Comparison
HILAX's dividend yield for the trailing twelve months is around 5.75%, less than HDGYX's 12.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HILAX Hartford International Value Fund Class A | 5.75% | 5.80% | 0.00% | 2.52% | 2.66% | 3.03% | 1.18% | 2.83% | 8.06% | 6.75% | 4.86% | 3.25% |
HDGYX The Hartford Dividend and Growth Fund | 12.92% | 12.31% | 10.61% | 1.82% | 6.08% | 5.80% | 3.61% | 7.15% | 12.64% | 11.68% | 4.92% | 10.83% |
Drawdowns
HILAX vs. HDGYX - Drawdown Comparison
The maximum HILAX drawdown since its inception was -48.61%, roughly equal to the maximum HDGYX drawdown of -50.78%. Use the drawdown chart below to compare losses from any high point for HILAX and HDGYX.
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Drawdown Indicators
| HILAX | HDGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.61% | -50.78% | +2.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -10.74% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.67% | -18.79% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | -48.61% | -34.98% | -13.63% |
Current DrawdownCurrent decline from peak | -10.15% | -8.00% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -5.84% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 2.39% | +0.60% |
Volatility
HILAX vs. HDGYX - Volatility Comparison
Hartford International Value Fund Class A (HILAX) has a higher volatility of 6.61% compared to The Hartford Dividend and Growth Fund (HDGYX) at 3.68%. This indicates that HILAX's price experiences larger fluctuations and is considered to be riskier than HDGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HILAX | HDGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 3.68% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 8.05% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.61% | 15.03% | +0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.05% | 14.00% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 16.60% | +0.43% |