IHGIX vs. VIHAX
IHGIX (Hartford Dividend and Growth Fund Class A) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both mutual funds - IHGIX is a Dividend fund actively managed by Hartford, while VIHAX is a Large Cap Value Equities fund managed by Vanguard. Over the past 10 years, IHGIX returned 12.89%/yr vs 10.82%/yr for VIHAX. A 0.77 correlation means they provide meaningful diversification when combined. IHGIX charges 0.96%/yr vs 0.22%/yr for VIHAX.
Performance
IHGIX vs. VIHAX - Performance Comparison
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Returns By Period
In the year-to-date period, IHGIX achieves a 8.85% return, which is significantly lower than VIHAX's 12.57% return. Over the past 10 years, IHGIX has outperformed VIHAX with an annualized return of 12.89%, while VIHAX has yielded a comparatively lower 10.82% annualized return.
IHGIX
- 1D
- 0.16%
- 1M
- 4.03%
- YTD
- 8.85%
- 6M
- 9.80%
- 1Y
- 24.10%
- 3Y*
- 15.96%
- 5Y*
- 10.53%
- 10Y*
- 12.89%
VIHAX
- 1D
- 0.64%
- 1M
- 2.92%
- YTD
- 12.57%
- 6M
- 16.00%
- 1Y
- 31.59%
- 3Y*
- 22.45%
- 5Y*
- 12.36%
- 10Y*
- 10.82%
IHGIX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHGIX Hartford Dividend and Growth Fund Class A | 8.85% | 16.86% | 12.19% | 13.81% | -8.88% | 30.97% | 7.64% | 31.61% | -5.72% | 17.91% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 12.57% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Correlation
The correlation between IHGIX and VIHAX is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2016 | 0.77 |
The correlation between IHGIX and VIHAX has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
IHGIX vs. VIHAX — Risk / Return Rank
IHGIX
VIHAX
IHGIX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Dividend and Growth Fund Class A (IHGIX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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 | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.48 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | 3.27 | -0.21 |
| Martin ratioReturn relative to average drawdown | 13.21 | 12.49 | +0.71 |
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 | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 2.63 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.90 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.68 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.69 | -0.12 |
Drawdowns
IHGIX vs. VIHAX - Drawdown Comparison
The maximum IHGIX drawdown since its inception was -51.07%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for IHGIX and VIHAX.
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Drawdown Indicators
| IHGIX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.07% | -38.80% | -12.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.00% | -9.53% | +1.53% |
Max Drawdown (3Y)Largest decline over 3 years | -13.77% | -12.29% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -18.97% | -23.92% | +4.95% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -38.80% | +3.81% |
Current DrawdownCurrent decline from peak | -0.27% | -0.33% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -6.02% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.49% | -0.64% |
Volatility
IHGIX vs. VIHAX - Volatility Comparison
The current volatility for Hartford Dividend and Growth Fund Class A (IHGIX) is 2.64%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 3.46%. This indicates that IHGIX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHGIX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 3.46% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.06% | 9.63% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 11.89% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 13.75% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.62% | 15.90% | +0.72% |
IHGIX vs. VIHAX - Expense Ratio Comparison
IHGIX has a 0.96% expense ratio, which is higher than VIHAX's 0.22% expense ratio.
Dividends
IHGIX vs. VIHAX - Dividend Comparison
IHGIX's dividend yield for the trailing twelve months is around 11.57%, more than VIHAX's 3.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHGIX Hartford Dividend and Growth Fund Class A | 11.57% | 12.63% | 10.77% | 1.65% | 5.99% | 5.71% | 3.43% | 7.07% | 12.61% | 11.64% | 4.67% | 10.64% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.39% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
Frequently Asked Questions
IHGIX and VIHAX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIHAX has higher volatility (3.46%) compared to IHGIX (2.64%). In terms of maximum drawdown, IHGIX dropped -51.07% vs VIHAX's -38.80%.
VIHAX currently has the higher Sharpe Ratio (2.63 vs 2.29), 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.
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