HQIYX vs. PRCOX
Compare and contrast key facts about The Hartford Equity Income Fund (HQIYX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
HQIYX is managed by Hartford. It was launched on Aug 28, 2003. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQIYX or PRCOX.
Correlation
The correlation between HQIYX and PRCOX is 0.90, 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. PRCOX - Performance Comparison
Key characteristics
HQIYX:
0.68
PRCOX:
1.79
HQIYX:
0.89
PRCOX:
2.41
HQIYX:
1.15
PRCOX:
1.32
HQIYX:
0.57
PRCOX:
2.67
HQIYX:
1.82
PRCOX:
11.27
HQIYX:
4.69%
PRCOX:
2.10%
HQIYX:
12.67%
PRCOX:
13.28%
HQIYX:
-51.81%
PRCOX:
-58.69%
HQIYX:
-9.09%
PRCOX:
-0.87%
Returns By Period
In the year-to-date period, HQIYX achieves a 4.05% return, which is significantly higher than PRCOX's 3.35% return. Over the past 10 years, HQIYX has underperformed PRCOX with an annualized return of 3.15%, while PRCOX has yielded a comparatively higher 10.91% annualized return.
HQIYX
4.05%
4.98%
0.45%
8.32%
2.95%
3.15%
PRCOX
3.35%
4.15%
14.47%
22.74%
14.19%
10.91%
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HQIYX vs. PRCOX - Expense Ratio Comparison
HQIYX has a 0.74% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
HQIYX vs. PRCOX — Risk-Adjusted Performance Rank
HQIYX
PRCOX
HQIYX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Equity Income Fund (HQIYX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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. PRCOX - Dividend Comparison
HQIYX's dividend yield for the trailing twelve months is around 2.23%, more than PRCOX's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQIYX The Hartford Equity Income Fund | 2.23% | 2.32% | 2.37% | 2.30% | 1.75% | 1.92% | 1.99% | 2.47% | 1.92% | 2.10% | 2.42% | 2.14% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.62% | 0.64% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% |
Drawdowns
HQIYX vs. PRCOX - Drawdown Comparison
The maximum HQIYX drawdown since its inception was -51.81%, smaller than the maximum PRCOX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for HQIYX and PRCOX. For additional features, visit the drawdowns tool.
Volatility
HQIYX vs. PRCOX - Volatility Comparison
The current volatility for The Hartford Equity Income Fund (HQIYX) is 3.12%, while T. Rowe Price U.S. Equity Research Fund (PRCOX) has a volatility of 4.11%. This indicates that HQIYX experiences smaller price fluctuations and is considered to be less risky than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.