HNCYX vs. FEQIX
Compare and contrast key facts about Hartford International Growth Fund (HNCYX) and Fidelity Equity-Income Fund (FEQIX).
HNCYX is managed by Hartford. It was launched on Apr 29, 2001. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNCYX or FEQIX.
Key characteristics
| HNCYX | FEQIX | |
|---|---|---|
| YTD Return | 7.83% | 16.22% |
| 1Y Return | 16.58% | 22.90% |
| 3Y Return (Ann) | -4.25% | 9.05% |
| 5Y Return (Ann) | 5.20% | 11.71% |
| 10Y Return (Ann) | 4.92% | 8.94% |
| Sharpe Ratio | 1.10 | 2.21 |
| Daily Std Dev | 15.17% | 10.23% |
| Max Drawdown | -68.17% | -62.07% |
| Current Drawdown | -14.17% | -0.60% |
Correlation
The correlation between HNCYX and FEQIX is 0.75, 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
HNCYX vs. FEQIX - Performance Comparison
In the year-to-date period, HNCYX achieves a 7.83% return, which is significantly lower than FEQIX's 16.22% return. Over the past 10 years, HNCYX has underperformed FEQIX with an annualized return of 4.92%, while FEQIX has yielded a comparatively higher 8.94% 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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HNCYX vs. FEQIX - Expense Ratio Comparison
HNCYX has a 0.95% expense ratio, which is higher than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
HNCYX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford International Growth Fund (HNCYX) and Fidelity Equity-Income Fund (FEQIX). 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
HNCYX vs. FEQIX - Dividend Comparison
HNCYX's dividend yield for the trailing twelve months is around 0.71%, less than FEQIX's 4.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNCYX Hartford International Growth Fund | 0.71% | 0.76% | 1.07% | 0.83% | 3.27% | 0.85% | 8.81% | 0.81% | 1.57% | 1.11% | 0.75% | 1.15% |
FEQIX Fidelity Equity-Income Fund | 4.03% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 7.35% | 8.14% | 2.18% |
Drawdowns
HNCYX vs. FEQIX - Drawdown Comparison
The maximum HNCYX drawdown since its inception was -68.17%, which is greater than FEQIX's maximum drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for HNCYX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
HNCYX vs. FEQIX - Volatility Comparison
Hartford International Growth Fund (HNCYX) has a higher volatility of 5.01% compared to Fidelity Equity-Income Fund (FEQIX) at 2.94%. This indicates that HNCYX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.