HIMCX vs. HQIYX
HIMCX (Hartford MidCap HLS Fund) and HQIYX (The Hartford Equity Income Fund) are both mutual funds - HIMCX is a Mid Cap Growth Equities fund managed by Hartford, while HQIYX is a Dividend fund managed by Hartford. Over the past 10 years, HIMCX returned 7.69%/yr vs 11.84%/yr for HQIYX. Their correlation of 0.82 means they have usually moved in the same direction. HIMCX charges 0.69%/yr vs 0.74%/yr for HQIYX.
Performance
HIMCX vs. HQIYX - Performance Comparison
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Returns By Period
In the year-to-date period, HIMCX achieves a 2.84% return, which is significantly lower than HQIYX's 11.10% return. Over the past 10 years, HIMCX has underperformed HQIYX with an annualized return of 7.69%, while HQIYX has yielded a comparatively higher 11.84% annualized return.
HIMCX
- 1D
- 2.89%
- 1M
- -5.20%
- 6M
- 2.05%
- YTD
- 2.84%
- 1Y
- -0.41%
- 3Y*
- 3.47%
- 5Y*
- -0.94%
- 10Y*
- 7.69%
- ALL TIME*
- 18.90%
HQIYX
- 1D
- 0.49%
- 1M
- 1.70%
- 6M
- 7.40%
- YTD
- 11.10%
- 1Y
- 21.05%
- 3Y*
- 12.64%
- 5Y*
- 10.11%
- 10Y*
- 11.84%
- ALL TIME*
- 10.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HIMCX vs. HQIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIMCX Hartford MidCap HLS Fund | 2.84% | -0.53% | 6.32% | 14.94% | -24.81% | 10.22% | 25.14% | 32.64% | -7.51% | 24.48% |
HQIYX The Hartford Equity Income Fund | 11.10% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
Correlation
The correlation between HIMCX and HQIYX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2003 | 0.82 |
Over the past year, the correlation between HIMCX and HQIYX has dropped to 0.45 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
HIMCX vs. HQIYX — Risk / Return Rank
HIMCX
HQIYX
HIMCX vs. HQIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford MidCap HLS Fund (HIMCX) and The Hartford Equity Income Fund (HQIYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HIMCX | HQIYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.72 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.32 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 2.64 | -2.83 |
| Martin ratioReturn relative to average drawdown | -0.53 | 9.50 | -10.03 |
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Drawdowns
HIMCX vs. HQIYX - Drawdown Comparison
The maximum HIMCX drawdown since its inception was -50.83%, roughly equal to the maximum HQIYX drawdown of -50.48%. Use the drawdown chart below to compare losses from any high point for HIMCX and HQIYX.
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Drawdown Indicators
| HIMCX | HQIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.83% | -50.48% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.89% | -7.14% | -8.75% |
Max Drawdown (3Y)Largest decline over 3 years | -26.70% | -11.89% | -14.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.51% | -13.94% | -19.57% |
Max Drawdown (10Y)Largest decline over 10 years | -38.03% | -34.99% | -3.04% |
Current DrawdownCurrent decline from peak | -8.62% | -0.44% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -9.94% | -5.26% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.63% | 1.99% | +3.64% |
Volatility
HIMCX vs. HQIYX - Volatility Comparison
Hartford MidCap HLS Fund (HIMCX) has a higher volatility of 6.44% compared to The Hartford Equity Income Fund (HQIYX) at 3.26%. This indicates that HIMCX's price experiences larger fluctuations and is considered to be riskier than HQIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIMCX | HQIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 3.26% | +3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 16.75% | 7.67% | +9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.35% | 10.43% | +9.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 13.56% | +8.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 16.16% | +5.44% |
HIMCX vs. HQIYX - Expense Ratio Comparison
HIMCX has a 0.69% expense ratio, which is lower than HQIYX's 0.74% expense ratio.
Dividends
HIMCX vs. HQIYX - Dividend Comparison
HIMCX's dividend yield for the trailing twelve months is around 22.20%, more than HQIYX's 11.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIMCX Hartford MidCap HLS Fund | 22.20% | 22.84% | 2.39% | 7.25% | 19.76% | 18.32% | 8.42% | 16.22% | 11.78% | 4.61% | 10.87% | 13.33% |
HQIYX The Hartford Equity Income Fund | 11.80% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
Frequently Asked Questions
HIMCX and HQIYX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HIMCX has higher volatility (6.44%) compared to HQIYX (3.26%). In terms of maximum drawdown, HIMCX dropped -50.83% vs HQIYX's -50.48%.
HQIYX currently has the higher Sharpe Ratio (1.81 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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