IHGIX vs. SVAAX
Compare and contrast key facts about Hartford Dividend and Growth Fund Class A (IHGIX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX).
IHGIX is an actively managed fund by Hartford. It was launched on Jul 22, 1996. SVAAX is an actively managed fund by Federated Hermes. It was launched on Mar 30, 2005.
Performance
IHGIX vs. SVAAX - Performance Comparison
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IHGIX vs. SVAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHGIX Hartford Dividend and Growth Fund Class A | -2.93% | 16.86% | 12.19% | 13.81% | -8.88% | 30.97% | 7.64% | 31.61% | -5.72% | 17.91% |
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 9.07% | 14.42% | 16.29% | -2.07% | 8.07% | 21.36% | -8.15% | 19.42% | -8.44% | 14.69% |
Returns By Period
In the year-to-date period, IHGIX achieves a -2.93% return, which is significantly lower than SVAAX's 9.07% return. Over the past 10 years, IHGIX has outperformed SVAAX with an annualized return of 11.85%, while SVAAX has yielded a comparatively lower 8.16% annualized return.
IHGIX
- 1D
- 2.08%
- 1M
- -5.93%
- YTD
- -2.93%
- 6M
- 1.64%
- 1Y
- 12.15%
- 3Y*
- 12.88%
- 5Y*
- 9.19%
- 10Y*
- 11.85%
SVAAX
- 1D
- 0.73%
- 1M
- -3.02%
- YTD
- 9.07%
- 6M
- 10.75%
- 1Y
- 17.46%
- 3Y*
- 13.37%
- 5Y*
- 11.23%
- 10Y*
- 8.16%
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IHGIX vs. SVAAX - Expense Ratio Comparison
IHGIX has a 0.96% expense ratio, which is lower than SVAAX's 1.06% expense ratio.
Return for Risk
IHGIX vs. SVAAX — Risk / Return Rank
IHGIX
SVAAX
IHGIX vs. SVAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and Federated Hermes Strategic Value Dividend Fund Class A (SVAAX). 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 | SVAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.34 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.22 | 2.01 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.72 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.48 | 7.99 | -2.51 |
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 | SVAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.34 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.86 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.54 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.49 | +0.06 |
Correlation
The correlation between IHGIX and SVAAX is 0.81, 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. SVAAX - Dividend Comparison
IHGIX's dividend yield for the trailing twelve months is around 12.98%, more than SVAAX's 5.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHGIX Hartford Dividend and Growth Fund Class A | 12.98% | 12.63% | 10.77% | 1.65% | 5.99% | 5.71% | 3.43% | 7.07% | 12.61% | 11.64% | 4.67% | 10.64% |
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 5.76% | 5.80% | 7.38% | 4.10% | 9.49% | 3.50% | 4.06% | 8.55% | 8.39% | 10.16% | 5.00% | 8.45% |
Drawdowns
IHGIX vs. SVAAX - Drawdown Comparison
The maximum IHGIX drawdown since its inception was -51.07%, roughly equal to the maximum SVAAX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for IHGIX and SVAAX.
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Drawdown Indicators
| IHGIX | SVAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.07% | -51.16% | +0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -11.86% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -18.97% | -16.17% | -2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -36.47% | +1.48% |
Current DrawdownCurrent decline from peak | -6.09% | -3.02% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -8.25% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.77% | -0.34% |
Volatility
IHGIX vs. SVAAX - Volatility Comparison
Hartford Dividend and Growth Fund Class A (IHGIX) has a higher volatility of 4.42% compared to Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) at 2.89%. This indicates that IHGIX's price experiences larger fluctuations and is considered to be riskier than SVAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHGIX | SVAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 2.89% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 6.94% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.70% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.04% | 13.59% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.62% | 15.37% | +1.25% |