IHGIX vs. HBLYX
Compare and contrast key facts about Hartford Dividend and Growth Fund Class A (IHGIX) and The Hartford Balanced Income Fund (HBLYX).
IHGIX is an actively managed fund by Hartford. It was launched on Jul 22, 1996. HBLYX is managed by Hartford. It was launched on Jul 30, 2006.
Performance
IHGIX vs. HBLYX - Performance Comparison
Loading graphics...
IHGIX vs. HBLYX - 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% |
HBLYX The Hartford Balanced Income Fund | -1.56% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
Returns By Period
In the year-to-date period, IHGIX achieves a -4.91% return, which is significantly lower than HBLYX's -1.56% return. Over the past 10 years, IHGIX has outperformed HBLYX with an annualized return of 11.62%, while HBLYX has yielded a comparatively lower 6.59% 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%
HBLYX
- 1D
- 0.28%
- 1M
- -5.33%
- YTD
- -1.56%
- 6M
- 0.45%
- 1Y
- 6.11%
- 3Y*
- 8.05%
- 5Y*
- 4.78%
- 10Y*
- 6.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IHGIX vs. HBLYX - Expense Ratio Comparison
IHGIX has a 0.96% expense ratio, which is higher than HBLYX's 0.64% expense ratio.
Return for Risk
IHGIX vs. HBLYX — Risk / Return Rank
IHGIX
HBLYX
IHGIX vs. HBLYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and The Hartford Balanced Income Fund (HBLYX). 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 | HBLYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.88 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.23 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.10 | -0.20 |
Martin ratioReturn relative to average drawdown | 4.04 | 4.41 | -0.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IHGIX | HBLYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.88 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.60 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.80 | -0.26 |
Correlation
The correlation between IHGIX and HBLYX is 0.88, 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. HBLYX - Dividend Comparison
IHGIX's dividend yield for the trailing twelve months is around 13.25%, more than HBLYX's 7.08% 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% |
HBLYX The Hartford Balanced Income Fund | 7.08% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
Drawdowns
IHGIX vs. HBLYX - Drawdown Comparison
The maximum IHGIX drawdown since its inception was -51.07%, which is greater than HBLYX's maximum drawdown of -31.36%. Use the drawdown chart below to compare losses from any high point for IHGIX and HBLYX.
Loading graphics...
Drawdown Indicators
| IHGIX | HBLYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.07% | -31.36% | -19.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -5.90% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -18.97% | -15.92% | -3.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -23.19% | -11.80% |
Current DrawdownCurrent decline from peak | -8.00% | -5.33% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -3.10% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.47% | +0.93% |
Volatility
IHGIX vs. HBLYX - Volatility Comparison
Hartford Dividend and Growth Fund Class A (IHGIX) has a higher volatility of 3.67% compared to The Hartford Balanced Income Fund (HBLYX) at 2.51%. This indicates that IHGIX's price experiences larger fluctuations and is considered to be riskier than HBLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IHGIX | HBLYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 2.51% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 4.35% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 7.59% | +7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.01% | 7.95% | +6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 8.38% | +8.23% |