HISCX vs. FSCCX
Compare and contrast key facts about Hartford Small Cap Growth HLS Fund (HISCX) and Nuveen Small Cap Value Fund (FSCCX).
HISCX is managed by Hartford. It was launched on May 2, 1994. FSCCX is managed by Nuveen. It was launched on Aug 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HISCX or FSCCX.
Key characteristics
| HISCX | FSCCX | |
|---|---|---|
| YTD Return | 12.19% | 11.50% |
| 1Y Return | 22.54% | 21.46% |
| 3Y Return (Ann) | -2.75% | 5.87% |
| 5Y Return (Ann) | 7.64% | 8.15% |
| 10Y Return (Ann) | 7.43% | 7.09% |
| Sharpe Ratio | 1.09 | 1.08 |
| Daily Std Dev | 20.17% | 19.56% |
| Max Drawdown | -59.19% | -58.35% |
| Current Drawdown | -13.03% | -2.87% |
Correlation
The correlation between HISCX and FSCCX is 0.90, 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
HISCX vs. FSCCX - Performance Comparison
In the year-to-date period, HISCX achieves a 12.19% return, which is significantly higher than FSCCX's 11.50% return. Both investments have delivered pretty close results over the past 10 years, with HISCX having a 7.43% annualized return and FSCCX not far behind at 7.09%. 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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HISCX vs. FSCCX - Expense Ratio Comparison
HISCX has a 0.64% expense ratio, which is lower than FSCCX's 0.95% expense ratio.
Risk-Adjusted Performance
HISCX vs. FSCCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth HLS Fund (HISCX) and Nuveen Small Cap Value Fund (FSCCX). 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
HISCX vs. FSCCX - Dividend Comparison
HISCX's dividend yield for the trailing twelve months is around 0.29%, less than FSCCX's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HISCX Hartford Small Cap Growth HLS Fund | 0.29% | 0.00% | 22.03% | 8.72% | 2.93% | 19.12% | 7.80% | 0.04% | 4.39% | 0.09% | 22.13% | 11.66% |
FSCCX Nuveen Small Cap Value Fund | 0.92% | 1.02% | 1.24% | 0.52% | 0.54% | 1.16% | 4.21% | 1.03% | 2.63% | 1.80% | 0.62% | 0.55% |
Drawdowns
HISCX vs. FSCCX - Drawdown Comparison
The maximum HISCX drawdown since its inception was -59.19%, roughly equal to the maximum FSCCX drawdown of -58.35%. Use the drawdown chart below to compare losses from any high point for HISCX and FSCCX. For additional features, visit the drawdowns tool.
Volatility
HISCX vs. FSCCX - Volatility Comparison
Hartford Small Cap Growth HLS Fund (HISCX) has a higher volatility of 6.08% compared to Nuveen Small Cap Value Fund (FSCCX) at 5.58%. This indicates that HISCX's price experiences larger fluctuations and is considered to be riskier than FSCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.