JDDVX vs. IHGIX

Last updated Aug 5, 2026

JDDVX (Janus Henderson U.S. Dividend Income Fund Class D) and IHGIX (Hartford Dividend and Growth Fund Class A) are both Dividend funds. Both are actively managed. Over the past 3 years, JDDVX returned 18.63%/yr vs 16.76%/yr for IHGIX. Their correlation of 0.89 means they have usually moved in the same direction. JDDVX charges 0.81%/yr vs 0.96%/yr for IHGIX.

Performance

JDDVX vs. IHGIX - Performance Comparison

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

Returns By Period

In the year-to-date period, JDDVX achieves a 17.25% return, which is significantly higher than IHGIX's 14.33% return.

JDDVX

• 1D: 0.86%
• 1M: 3.66%
• 6M: 12.14%
• YTD: 17.25%
• 1Y: 24.83%
• 3Y*: 18.63%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 19.11%

IHGIX

• 1D: 1.00%
• 1M: 2.97%
• 6M: 12.28%
• YTD: 14.33%
• 1Y: 27.74%
• 3Y*: 16.76%
• 5Y*: 11.35%
• 10Y*: 13.07%
• ALL TIME*: 10.02%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IHGIX Hartford Dividend and Growth Fund Class A	$0.00	$0.00	$0.00
JDDVX Janus Henderson U.S. Dividend Income Fund Class D	$0.00	$0.00	$0.00

JDDVX vs. IHGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
JDDVX Janus Henderson U.S. Dividend Income Fund Class D	17.25%	17.68%	17.56%	8.13%
IHGIX Hartford Dividend and Growth Fund Class A	14.33%	16.86%	12.19%	12.21%

Correlation

The correlation between JDDVX and IHGIX is 0.88, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.88
Correlation (3Y) Balances recent behavior with more history.	0.90
Correlation (All Time) Calculated using the full available price history since May 17, 2023	0.89

The correlation between JDDVX and IHGIX has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.

Return for Risk

JDDVX vs. IHGIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JDDVX

JDDVX Risk / Return Rank: 88
JDDVX Sharpe Ratio Rank: 90
JDDVX Sortino Ratio Rank: 88
JDDVX Omega Ratio Rank: 84
JDDVX Calmar Ratio Rank: 86
JDDVX Martin Ratio Rank: 90

IHGIX

IHGIX Risk / Return Rank: 93
IHGIX Sharpe Ratio Rank: 95
IHGIX Sortino Ratio Rank: 93
IHGIX Omega Ratio Rank: 90
IHGIX Calmar Ratio Rank: 90
IHGIX Martin Ratio Rank: 94

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JDDVX vs. IHGIX - Risk-Adjusted Trends Comparison

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

	JDDVX	IHGIX	Difference
Sharpe ratio: Return per unit of total volatility	2.36	2.68	-0.32
Sortino ratio: Return per unit of downside risk	3.30	3.70	-0.40
Omega ratio: Gain probability vs. loss probability	1.42	1.48	-0.05
Calmar ratio: Return relative to maximum drawdown	3.36	3.68	-0.32
Martin ratio: Return relative to average drawdown	13.69	16.26	-2.57

JDDVX vs. IHGIX - Sharpe Ratio Comparison

The current JDDVX Sharpe Ratio is 2.36, which is comparable to the IHGIX Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of JDDVX and IHGIX, 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

JDDVX vs. IHGIX - Drawdown Comparison

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

Drawdown Indicators

	JDDVX	IHGIX	Difference
Max Drawdown Largest peak-to-trough decline	-17.21%	-51.07%	+33.86%
Max Drawdown (1Y) Largest decline over 1 year	-7.99%	-8.00%	+0.01%
Max Drawdown (3Y) Largest decline over 3 years	-17.21%	-13.77%	-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	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-2.12%	-6.01%	+3.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.96%	1.81%	+0.15%

Volatility

JDDVX vs. IHGIX - Volatility Comparison

The current volatility for Janus Henderson U.S. Dividend Income Fund Class D (JDDVX) is 2.28%, while Hartford Dividend and Growth Fund Class A (IHGIX) has a volatility of 2.99%. This indicates that JDDVX experiences smaller price fluctuations and is considered to be less risky than IHGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JDDVX	IHGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.28%	2.99%	-0.71%
Volatility (6M) Calculated over the trailing 6-month period	8.74%	8.38%	+0.36%
Volatility (1Y) Calculated over the trailing 1-year period	11.42%	11.03%	+0.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.14%	14.01%	-0.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.14%	16.57%	-3.43%

JDDVX vs. IHGIX - Expense Ratio Comparison

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

Dividends

JDDVX vs. IHGIX - Dividend Comparison

JDDVX's dividend yield for the trailing twelve months is around 2.89%, less than IHGIX's 10.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHGIX Hartford Dividend and Growth Fund Class A	10.99%	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	2.89%	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 JDDVX and IHGIX in my portfolio?

JDDVX and IHGIX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JDDVX or IHGIX?

IHGIX has higher volatility (2.99%) compared to JDDVX (2.28%). In terms of maximum drawdown, JDDVX dropped -17.21% vs IHGIX's -51.07%.

Which has better risk-adjusted returns?

IHGIX currently has the higher Sharpe Ratio (2.68 vs 2.36), 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.