IHGIX vs. AMINX
Compare and contrast key facts about Hartford Dividend and Growth Fund Class A (IHGIX) and Amana Income Fund Institutional Class (AMINX).
IHGIX is an actively managed fund by Hartford. It was launched on Jul 22, 1996. AMINX is an actively managed fund by Amana. It was launched on Sep 25, 2013.
Performance
IHGIX vs. AMINX - Performance Comparison
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IHGIX vs. AMINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHGIX Hartford Dividend and Growth Fund Class A | -4.91% | 16.86% | 12.19% | 13.81% | -8.88% | 30.97% | 7.64% | 31.61% | -5.72% | 17.91% |
AMINX Amana Income Fund Institutional Class | -4.76% | 16.69% | 13.13% | 13.87% | -8.65% | 22.81% | 14.18% | 25.59% | -4.94% | 21.95% |
Returns By Period
The year-to-date returns for both investments are quite close, with IHGIX having a -4.91% return and AMINX slightly higher at -4.76%. Over the past 10 years, IHGIX has outperformed AMINX with an annualized return of 11.62%, while AMINX has yielded a comparatively lower 10.80% annualized return.
IHGIX
- 1D
- -0.37%
- 1M
- -7.98%
- YTD
- -4.91%
- 6M
- -0.05%
- 1Y
- 9.90%
- 3Y*
- 12.11%
- 5Y*
- 8.94%
- 10Y*
- 11.62%
AMINX
- 1D
- -0.67%
- 1M
- -10.42%
- YTD
- -4.76%
- 6M
- -0.76%
- 1Y
- 12.54%
- 3Y*
- 11.70%
- 5Y*
- 8.84%
- 10Y*
- 10.80%
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IHGIX vs. AMINX - Expense Ratio Comparison
IHGIX has a 0.96% expense ratio, which is higher than AMINX's 0.76% expense ratio.
Return for Risk
IHGIX vs. AMINX — Risk / Return Rank
IHGIX
AMINX
IHGIX vs. AMINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and Amana Income Fund Institutional Class (AMINX). 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.
| IHGIX | AMINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.83 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.28 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.06 | -0.16 |
Martin ratioReturn relative to average drawdown | 4.04 | 4.31 | -0.27 |
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
| IHGIX | AMINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.83 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.65 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.68 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.64 | -0.10 |
Correlation
The correlation between IHGIX and AMINX is 0.87, 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
IHGIX vs. AMINX - Dividend Comparison
IHGIX's dividend yield for the trailing twelve months is around 13.25%, more than AMINX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHGIX Hartford Dividend and Growth Fund Class A | 13.25% | 12.63% | 10.77% | 1.65% | 5.99% | 5.71% | 3.43% | 7.07% | 12.61% | 11.64% | 4.67% | 10.64% |
AMINX Amana Income Fund Institutional Class | 6.09% | 5.80% | 6.06% | 5.61% | 8.61% | 5.02% | 6.91% | 8.22% | 6.87% | 6.04% | 4.58% | 7.18% |
Drawdowns
IHGIX vs. AMINX - Drawdown Comparison
The maximum IHGIX drawdown since its inception was -51.07%, which is greater than AMINX's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for IHGIX and AMINX.
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Drawdown Indicators
| IHGIX | AMINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.07% | -31.45% | -19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -11.00% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -18.97% | -19.04% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -31.45% | -3.54% |
Current DrawdownCurrent decline from peak | -8.00% | -11.00% | +3.00% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -3.66% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.72% | -0.32% |
Volatility
IHGIX vs. AMINX - Volatility Comparison
The current volatility for Hartford Dividend and Growth Fund Class A (IHGIX) is 3.67%, while Amana Income Fund Institutional Class (AMINX) has a volatility of 4.57%. This indicates that IHGIX experiences smaller price fluctuations and is considered to be less risky than AMINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHGIX | AMINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 4.57% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 9.23% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 15.68% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.01% | 13.75% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 15.86% | +0.75% |