HQIYX vs. DODGX

Last updated Apr 2, 2026

Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and Dodge & Cox Stock Fund Class I (DODGX).

HQIYX is managed by Hartford. It was launched on Aug 28, 2003. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.

Performance

HQIYX vs. DODGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Hartford Equity Income Fund (HQIYX) and Dodge & Cox Stock Fund Class I (DODGX). The values are adjusted to include any dividend payments, if applicable.

HQIYX vs. DODGX - 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%
DODGX Dodge & Cox Stock Fund Class I	-1.65%	13.66%	14.36%	17.49%	-7.25%	31.72%	7.10%	24.30%	-7.15%	18.33%

Returns By Period

In the year-to-date period, HQIYX achieves a 0.83% return, which is significantly higher than DODGX's -1.65% return. Over the past 10 years, HQIYX has underperformed DODGX with an annualized return of 11.44%, while DODGX has yielded a comparatively higher 12.55% 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%

DODGX

• 1D: 2.09%
• 1M: -5.31%
• YTD: -1.65%
• 6M: 0.63%
• 1Y: 8.01%
• 3Y*: 13.95%
• 5Y*: 9.38%
• 10Y*: 12.55%

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

HQIYX vs. DODGX - Expense Ratio Comparison

HQIYX has a 0.74% expense ratio, which is higher than DODGX's 0.51% expense ratio.

HQIYX

The Hartford Equity Income Fund

DODGX

Dodge & Cox Stock Fund Class I

Return for Risk

HQIYX vs. DODGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HQIYX

HQIYX Risk / Return Rank: 38
HQIYX Sharpe Ratio Rank: 33
HQIYX Sortino Ratio Rank: 33
HQIYX Omega Ratio Rank: 32
HQIYX Calmar Ratio Rank: 42
HQIYX Martin Ratio Rank: 48

DODGX

DODGX Risk / Return Rank: 18
DODGX Sharpe Ratio Rank: 17
DODGX Sortino Ratio Rank: 16
DODGX Omega Ratio Rank: 17
DODGX Calmar Ratio Rank: 19
DODGX Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HQIYX vs. DODGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) and Dodge & Cox Stock Fund Class I (DODGX). 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	DODGX	Difference
Sharpe ratio Return per unit of total volatility	0.81	0.49	+0.32
Sortino ratio Return per unit of downside risk	1.21	0.78	+0.43
Omega ratio Gain probability vs. loss probability	1.17	1.11	+0.06
Calmar ratio Return relative to maximum drawdown	1.19	0.60	+0.59
Martin ratio Return relative to average drawdown	5.16	2.50	+2.67
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HQIYX vs. DODGX - Sharpe Ratio Comparison

The current HQIYX Sharpe Ratio is 0.81, which is higher than the DODGX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of HQIYX and DODGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HQIYX	DODGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.81	0.49	+0.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	0.59	+0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	0.65	+0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	0.62	-0.04

Correlation

The correlation between HQIYX and DODGX is 0.93, 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. DODGX - Dividend Comparison

HQIYX's dividend yield for the trailing twelve months is around 13.06%, more than DODGX's 9.89% 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%
DODGX Dodge & Cox Stock Fund Class I	9.89%	9.86%	8.20%	3.76%	5.47%	3.22%	6.74%	10.23%	9.69%	6.78%	6.26%	5.36%

Drawdowns

HQIYX vs. DODGX - Drawdown Comparison

The maximum HQIYX drawdown since its inception was -50.48%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for HQIYX and DODGX.

Drawdown Indicators

	HQIYX	DODGX	Difference
Max Drawdown Largest peak-to-trough decline	-50.48%	-63.24%	+12.76%
Max Drawdown (1Y) Largest decline over 1 year	-10.49%	-12.23%	+1.74%
Max Drawdown (5Y) Largest decline over 5 years	-13.94%	-21.85%	+7.91%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	-40.41%	+5.42%
Current Drawdown Current decline from peak	-5.54%	-5.31%	-0.23%
Average Drawdown Average peak-to-trough decline	-5.32%	-7.53%	+2.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.43%	2.94%	-0.51%

Volatility

HQIYX vs. DODGX - Volatility Comparison

The current volatility for The Hartford Equity Income Fund (HQIYX) is 3.65%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.23%. This indicates that HQIYX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HQIYX	DODGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.65%	4.23%	-0.58%
Volatility (6M) Calculated over the trailing 6-month period	7.72%	8.72%	-1.00%
Volatility (1Y) Calculated over the trailing 1-year period	14.36%	16.33%	-1.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.59%	16.05%	-2.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.22%	19.25%	-3.03%