IHGIX vs. JDDVX

Last updated Jun 20, 2026

IHGIX (Hartford Dividend and Growth Fund Class A) and JDDVX (Janus Henderson U.S. Dividend Income Fund Class D) are both Dividend funds. Both are actively managed. Over the past 3 years, IHGIX returned 15.15%/yr vs 17.99%/yr for JDDVX. Their correlation of 0.90 suggests significant overlap in exposure. IHGIX charges 0.96%/yr vs 0.81%/yr for JDDVX.

Performance

IHGIX vs. JDDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Dividend and Growth Fund Class A (IHGIX) and Janus Henderson U.S. Dividend Income Fund Class D (JDDVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IHGIX achieves a 8.48% return, which is significantly lower than JDDVX's 12.87% return.

IHGIX

• 1D: 0.51%
• 1M: 0.57%
• YTD: 8.48%
• 6M: 8.83%
• 1Y: 23.70%
• 3Y*: 15.15%
• 5Y*: 11.12%
• 10Y*: 12.94%

JDDVX

• 1D: 0.27%
• 1M: 3.72%
• YTD: 12.87%
• 6M: 13.30%
• 1Y: 26.18%
• 3Y*: 17.99%
• 5Y*: —
• 10Y*: —

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

IHGIX vs. JDDVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IHGIX Hartford Dividend and Growth Fund Class A	8.48%	16.86%	12.19%	12.21%
JDDVX Janus Henderson U.S. Dividend Income Fund Class D	12.87%	17.68%	17.56%	8.13%

Correlation

The correlation between IHGIX and JDDVX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.90
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (All Time) Calculated using the full available price history since May 17, 2023	0.90

The correlation between IHGIX and JDDVX has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.

Return for Risk

IHGIX vs. JDDVX — Risk / Return Rank

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

IHGIX

IHGIX Risk / Return Rank: 65
IHGIX Sharpe Ratio Rank: 66
IHGIX Sortino Ratio Rank: 64
IHGIX Omega Ratio Rank: 57
IHGIX Calmar Ratio Rank: 66
IHGIX Martin Ratio Rank: 72

JDDVX

JDDVX Risk / Return Rank: 73
JDDVX Sharpe Ratio Rank: 74
JDDVX Sortino Ratio Rank: 72
JDDVX Omega Ratio Rank: 66
JDDVX Calmar Ratio Rank: 77
JDDVX 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. JDDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and Janus Henderson U.S. Dividend Income Fund Class D (JDDVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IHGIX	JDDVX	Difference
Sharpe ratio: Return per unit of total volatility	2.15	2.30	-0.16
Sortino ratio: Return per unit of downside risk	2.99	3.22	-0.23
Omega ratio: Gain probability vs. loss probability	1.38	1.41	-0.03
Calmar ratio: Return relative to maximum drawdown	2.95	3.31	-0.36
Martin ratio: Return relative to average drawdown	12.65	13.36	-0.71

IHGIX vs. JDDVX - Sharpe Ratio Comparison

The current IHGIX Sharpe Ratio is 2.15, which is comparable to the JDDVX Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of IHGIX and JDDVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IHGIX vs. JDDVX - Drawdown Comparison

The maximum IHGIX drawdown since its inception was -51.07%, which is greater than JDDVX's maximum drawdown of -17.21%. Use the drawdown chart below to compare losses from any high point for IHGIX and JDDVX.

Drawdown Indicators

	IHGIX	JDDVX	Difference
Max Drawdown Largest peak-to-trough decline	-51.07%	-17.21%	-33.86%
Max Drawdown (1Y) Largest decline over 1 year	-8.00%	-7.99%	-0.01%
Max Drawdown (3Y) Largest decline over 3 years	-13.77%	-17.21%	+3.44%
Max Drawdown (5Y) Largest decline over 5 years	-18.97%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.99%	—	—
Current Drawdown Current decline from peak	-0.85%	-0.34%	-0.51%
Average Drawdown Average peak-to-trough decline	-6.03%	-2.19%	-3.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.86%	1.97%	-0.11%

Volatility

IHGIX vs. JDDVX - Volatility Comparison

Hartford Dividend and Growth Fund Class A (IHGIX) and Janus Henderson U.S. Dividend Income Fund Class D (JDDVX) have volatilities of 3.58% and 3.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IHGIX	JDDVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.58%	3.51%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	8.38%	9.04%	-0.66%
Volatility (1Y) Calculated over the trailing 1-year period	10.99%	11.46%	-0.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.06%	13.28%	+0.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.64%	13.28%	+3.36%

IHGIX vs. JDDVX - Expense Ratio Comparison

IHGIX has a 0.96% expense ratio, which is higher than JDDVX's 0.81% expense ratio.

Dividends

IHGIX vs. JDDVX - Dividend Comparison

IHGIX's dividend yield for the trailing twelve months is around 11.61%, more than JDDVX's 3.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHGIX Hartford Dividend and Growth Fund Class A	11.61%	12.63%	10.77%	1.65%	5.99%	5.71%	3.43%	7.07%	12.61%	11.64%	4.67%	10.64%
JDDVX Janus Henderson U.S. Dividend Income Fund Class D	3.02%	3.18%	8.18%	1.53%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IHGIX and JDDVX in my portfolio?

IHGIX and JDDVX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IHGIX or JDDVX?

IHGIX has higher volatility (3.58%) compared to JDDVX (3.51%). In terms of maximum drawdown, IHGIX dropped -51.07% vs JDDVX's -17.21%.

Which has better risk-adjusted returns?

JDDVX currently has the higher Sharpe Ratio (2.30 vs 2.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.