HQIYX vs. ACIIX
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and American Century Equity Income Fund Class I (ACIIX).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HQIYX vs. ACIIX - Performance Comparison
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HQIYX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 0.83% | 15.24% | 10.03% | 7.33% | -0.30% | 25.50% | 4.63% | 35.06% | -7.81% | 17.93% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HQIYX achieves a 0.83% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, HQIYX has outperformed ACIIX with an annualized return of 11.44%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
HQIYX
- 1D
- 1.47%
- 1M
- -5.15%
- YTD
- 0.83%
- 6M
- 4.04%
- 1Y
- 11.89%
- 3Y*
- 11.72%
- 5Y*
- 9.37%
- 10Y*
- 11.44%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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HQIYX vs. ACIIX - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
HQIYX vs. ACIIX — Risk / Return Rank
HQIYX
ACIIX
HQIYX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HQIYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.95 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.37 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.29 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.16 | 5.04 | +0.12 |
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
| HQIYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.95 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.67 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.53 | +0.05 |
Correlation
The correlation between HQIYX and ACIIX is 0.95, 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
HQIYX vs. ACIIX - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 13.06%, more than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 13.06% | 13.10% | 10.43% | 7.69% | 12.84% | 8.91% | 2.91% | 14.68% | 10.87% | 6.98% | 5.29% | 10.62% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HQIYX vs. ACIIX - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -50.48%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HQIYX and ACIIX.
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Drawdown Indicators
| HQIYX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -39.16% | -11.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -8.96% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -13.49% | -0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -32.76% | -2.23% |
Current DrawdownCurrent decline from peak | -5.54% | -4.86% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -5.26% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.32% | +0.11% |
Volatility
HQIYX vs. ACIIX - Volatility Comparison
The Hartford Equity Income Fund (HQIYX) has a higher volatility of 3.65% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that HQIYX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HQIYX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 3.01% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 6.12% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 11.62% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 10.74% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 13.37% | +2.85% |