HQIYX vs. DODGX
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQIYX or DODGX.
Correlation
The correlation between HQIYX and DODGX is 0.92, 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
HQIYX vs. DODGX - Performance Comparison
Key characteristics
HQIYX:
0.66
DODGX:
0.93
HQIYX:
0.86
DODGX:
1.22
HQIYX:
1.14
DODGX:
1.19
HQIYX:
0.59
DODGX:
1.05
HQIYX:
1.67
DODGX:
3.37
HQIYX:
4.92%
DODGX:
3.57%
HQIYX:
12.53%
DODGX:
12.94%
HQIYX:
-51.81%
DODGX:
-67.34%
HQIYX:
-8.57%
DODGX:
-5.14%
Returns By Period
In the year-to-date period, HQIYX achieves a 4.64% return, which is significantly lower than DODGX's 5.93% return. Over the past 10 years, HQIYX has underperformed DODGX with an annualized return of 3.15%, while DODGX has yielded a comparatively higher 5.72% annualized return.
HQIYX
4.64%
1.24%
-3.21%
6.84%
3.23%
3.15%
DODGX
5.93%
1.06%
1.52%
10.52%
8.50%
5.72%
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HQIYX vs. DODGX - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
HQIYX vs. DODGX — Risk-Adjusted Performance Rank
HQIYX
DODGX
HQIYX vs. DODGX - Risk-Adjusted Performance 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.
Dividends
HQIYX vs. DODGX - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 2.22%, more than DODGX's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 2.22% | 2.32% | 2.37% | 2.30% | 1.75% | 1.92% | 1.99% | 2.47% | 1.92% | 2.10% | 2.42% | 2.14% |
DODGX Dodge & Cox Stock Fund Class I | 1.40% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
HQIYX vs. DODGX - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -51.81%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for HQIYX and DODGX. For additional features, visit the drawdowns tool.
Volatility
HQIYX vs. DODGX - Volatility Comparison
The current volatility for The Hartford Equity Income Fund (HQIYX) is 2.36%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 2.71%. 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.