IHGIX vs. FINFX

Last updated Apr 1, 2026

Compare and contrast key facts about Hartford Dividend and Growth Fund Class A (IHGIX) and American Funds Fundamental Investors® Class F-2 (FINFX).

IHGIX is an actively managed fund by Hartford. It was launched on Jul 22, 1996. FINFX is managed by American Funds. It was launched on Aug 1, 1978.

Performance

IHGIX vs. FINFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Dividend and Growth Fund Class A (IHGIX) and American Funds Fundamental Investors® Class F-2 (FINFX). The values are adjusted to include any dividend payments, if applicable.

IHGIX vs. FINFX - 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%
FINFX American Funds Fundamental Investors® Class F-2	-6.09%	24.44%	22.98%	26.14%	-16.47%	22.68%	15.16%	27.34%	-7.96%	23.00%

Returns By Period

In the year-to-date period, IHGIX achieves a -4.91% return, which is significantly higher than FINFX's -6.09% return. Over the past 10 years, IHGIX has underperformed FINFX with an annualized return of 11.62%, while FINFX has yielded a comparatively higher 13.15% 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%

FINFX

• 1D: -0.64%
• 1M: -9.88%
• YTD: -6.09%
• 6M: -2.00%
• 1Y: 20.68%
• 3Y*: 19.59%
• 5Y*: 11.80%
• 10Y*: 13.15%

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

IHGIX vs. FINFX - Expense Ratio Comparison

IHGIX has a 0.96% expense ratio, which is higher than FINFX's 0.39% expense ratio.

IHGIX

Hartford Dividend and Growth Fund Class A

FINFX

American Funds Fundamental Investors® Class F-2

Return for Risk

IHGIX vs. FINFX — Risk / Return Rank

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

IHGIX

IHGIX Risk / Return Rank: 32
IHGIX Sharpe Ratio Rank: 30
IHGIX Sortino Ratio Rank: 29
IHGIX Omega Ratio Rank: 30
IHGIX Calmar Ratio Rank: 31
IHGIX Martin Ratio Rank: 38

FINFX

FINFX Risk / Return Rank: 71
FINFX Sharpe Ratio Rank: 67
FINFX Sortino Ratio Rank: 72
FINFX Omega Ratio Rank: 67
FINFX Calmar Ratio Rank: 71
FINFX Martin Ratio Rank: 76

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.

IHGIX vs. FINFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and American Funds Fundamental Investors® Class F-2 (FINFX). 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	FINFX	Difference
Sharpe ratio Return per unit of total volatility	0.74	1.17	-0.43
Sortino ratio Return per unit of downside risk	1.11	1.77	-0.65
Omega ratio Gain probability vs. loss probability	1.16	1.25	-0.09
Calmar ratio Return relative to maximum drawdown	0.90	1.62	-0.73
Martin ratio Return relative to average drawdown	4.04	7.29	-3.25
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IHGIX vs. FINFX - Sharpe Ratio Comparison

The current IHGIX Sharpe Ratio is 0.74, which is lower than the FINFX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of IHGIX and FINFX, 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

	IHGIX	FINFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.74	1.17	-0.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	0.71	-0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.70	0.75	-0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.55	-0.01

Correlation

The correlation between IHGIX and FINFX 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.

Dividends

IHGIX vs. FINFX - Dividend Comparison

IHGIX's dividend yield for the trailing twelve months is around 13.25%, more than FINFX's 9.32% 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%
FINFX American Funds Fundamental Investors® Class F-2	9.32%	8.73%	9.11%	6.01%	5.21%	11.19%	2.81%	7.11%	9.54%	7.46%	4.91%	6.29%

Drawdowns

IHGIX vs. FINFX - Drawdown Comparison

The maximum IHGIX drawdown since its inception was -51.07%, which is greater than FINFX's maximum drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for IHGIX and FINFX.

Drawdown Indicators

	IHGIX	FINFX	Difference
Max Drawdown Largest peak-to-trough decline	-51.07%	-46.54%	-4.53%
Max Drawdown (1Y) Largest decline over 1 year	-10.75%	-11.36%	+0.61%
Max Drawdown (5Y) Largest decline over 5 years	-18.97%	-24.95%	+5.98%
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	-33.91%	-1.08%
Current Drawdown Current decline from peak	-8.00%	-10.64%	+2.64%
Average Drawdown Average peak-to-trough decline	-6.07%	-6.04%	-0.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.40%	2.53%	-0.13%

Volatility

IHGIX vs. FINFX - Volatility Comparison

The current volatility for Hartford Dividend and Growth Fund Class A (IHGIX) is 3.67%, while American Funds Fundamental Investors® Class F-2 (FINFX) has a volatility of 4.98%. This indicates that IHGIX experiences smaller price fluctuations and is considered to be less risky than FINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IHGIX	FINFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.67%	4.98%	-1.31%
Volatility (6M) Calculated over the trailing 6-month period	8.05%	10.65%	-2.60%
Volatility (1Y) Calculated over the trailing 1-year period	15.02%	17.95%	-2.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.01%	16.67%	-2.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.61%	17.65%	-1.04%