HQIIX vs. FINFX

Last updated Aug 1, 2026

HQIIX (Hartford Equity Income Fund Class I) and FINFX (American Funds Fundamental Investors® Class F-2) are both mutual funds - HQIIX is a Dividend fund actively managed by Hartford, while FINFX is a Large Cap Blend Equities fund managed by American Funds. Over the past 10 years, HQIIX returned 11.82%/yr vs 14.54%/yr for FINFX. Their correlation of 0.86 means they have usually moved in the same direction. HQIIX charges 0.76%/yr vs 0.39%/yr for FINFX.

Performance

HQIIX vs. FINFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Equity Income Fund Class I (HQIIX) and American Funds Fundamental Investors® Class F-2 (FINFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HQIIX achieves a 11.10% return, which is significantly lower than FINFX's 12.25% return. Over the past 10 years, HQIIX has underperformed FINFX with an annualized return of 11.82%, while FINFX has yielded a comparatively higher 14.54% annualized return.

HQIIX

• 1D: 0.50%
• 1M: 1.71%
• 6M: 7.39%
• YTD: 11.10%
• 1Y: 20.99%
• 3Y*: 12.61%
• 5Y*: 10.10%
• 10Y*: 11.82%
• ALL TIME*: 9.53%

FINFX

• 1D: 2.12%
• 1M: -0.96%
• 6M: 8.09%
• YTD: 12.25%
• 1Y: 24.90%
• 3Y*: 22.25%
• 5Y*: 13.97%
• 10Y*: 14.54%
• ALL TIME*: 11.67%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FINFX American Funds Fundamental Investors® Class F-2	$0.00	$0.00	$0.00
HQIIX Hartford Equity Income Fund Class I	$0.00	$0.00	$0.00

HQIIX vs. FINFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HQIIX Hartford Equity Income Fund Class I	11.10%	15.20%	10.08%	7.28%	-0.31%	25.54%	4.59%	35.14%	-7.86%	17.81%
FINFX American Funds Fundamental Investors® Class F-2	12.25%	24.44%	22.98%	26.14%	-16.47%	22.68%	15.16%	27.34%	-7.96%	23.00%

Correlation

The correlation between HQIIX and FINFX is 0.42, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.42
Correlation (3Y) Balances recent behavior with more history.	0.59
Correlation (5Y) Shows whether the relationship held over a longer period.	0.72
Correlation (10Y) Provides a long-term view across more market conditions.	0.78
Correlation (All Time) Calculated using the full available price history since Aug 1, 2008	0.86

Over the past year, the correlation between HQIIX and FINFX has dropped to 0.42 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.

Return for Risk

HQIIX vs. FINFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HQIIX

HQIIX Risk / Return Rank: 74
HQIIX Sharpe Ratio Rank: 75
HQIIX Sortino Ratio Rank: 76
HQIIX Omega Ratio Rank: 69
HQIIX Calmar Ratio Rank: 78
HQIIX Martin Ratio Rank: 74

FINFX

FINFX Risk / Return Rank: 65
FINFX Sharpe Ratio Rank: 63
FINFX Sortino Ratio Rank: 60
FINFX Omega Ratio Rank: 59
FINFX Calmar Ratio Rank: 65
FINFX Martin Ratio Rank: 76

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HQIIX vs. FINFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Equity Income Fund Class I (HQIIX) and American Funds Fundamental Investors® Class F-2 (FINFX). 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.

	HQIIX	FINFX	Difference
Sharpe ratio: Return per unit of total volatility	1.81	1.48	+0.32
Sortino ratio: Return per unit of downside risk	2.64	2.08	+0.57
Omega ratio: Gain probability vs. loss probability	1.32	1.26	+0.05
Calmar ratio: Return relative to maximum drawdown	2.63	2.11	+0.52
Martin ratio: Return relative to average drawdown	9.44	9.14	+0.31

HQIIX vs. FINFX - Sharpe Ratio Comparison

The current HQIIX Sharpe Ratio is 1.81, which is comparable to the FINFX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of HQIIX and FINFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HQIIX vs. FINFX - Drawdown Comparison

The maximum HQIIX drawdown since its inception was -50.60%, which is greater than FINFX's maximum drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for HQIIX and FINFX.

Drawdown Indicators

	HQIIX	FINFX	Difference
Max Drawdown Largest peak-to-trough decline	-50.60%	-46.54%	-4.06%
Max Drawdown (1Y) Largest decline over 1 year	-7.13%	-10.64%	+3.51%
Max Drawdown (3Y) Largest decline over 3 years	-11.84%	-17.94%	+6.10%
Max Drawdown (5Y) Largest decline over 5 years	-13.98%	-24.95%	+10.97%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	-33.91%	-1.08%
Current Drawdown Current decline from peak	-0.41%	-2.59%	+2.18%
Average Drawdown Average peak-to-trough decline	-5.84%	-5.96%	+0.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	2.46%	-0.47%

Volatility

HQIIX vs. FINFX - Volatility Comparison

The current volatility for Hartford Equity Income Fund Class I (HQIIX) is 3.22%, while American Funds Fundamental Investors® Class F-2 (FINFX) has a volatility of 4.22%. This indicates that HQIIX experiences smaller price fluctuations and is considered to be less risky than FINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HQIIX	FINFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.22%	4.22%	-1.00%
Volatility (6M) Calculated over the trailing 6-month period	7.65%	12.14%	-4.49%
Volatility (1Y) Calculated over the trailing 1-year period	10.41%	15.17%	-4.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.55%	17.01%	-3.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.16%	17.76%	-1.60%

HQIIX vs. FINFX - Expense Ratio Comparison

HQIIX has a 0.76% expense ratio, which is higher than FINFX's 0.39% expense ratio.

Dividends

HQIIX vs. FINFX - Dividend Comparison

HQIIX's dividend yield for the trailing twelve months is around 12.16%, more than FINFX's 7.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FINFX American Funds Fundamental Investors® Class F-2	7.62%	8.73%	9.11%	6.01%	5.21%	11.19%	2.81%	7.11%	9.54%	7.46%	4.91%	6.29%
HQIIX Hartford Equity Income Fund Class I	12.16%	13.51%	10.71%	7.87%	13.14%	9.10%	2.94%	14.91%	11.01%	7.01%	5.26%	10.65%

Frequently Asked Questions

Can I hold both HQIIX and FINFX in my portfolio?

HQIIX and FINFX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HQIIX or FINFX?

FINFX has higher volatility (4.22%) compared to HQIIX (3.22%). In terms of maximum drawdown, HQIIX dropped -50.60% vs FINFX's -46.54%.

Which has better risk-adjusted returns?

HQIIX currently has the higher Sharpe Ratio (1.81 vs 1.48), 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.