JENSX vs. HGOIX

In the year-to-date period, JENSX achieves a -1.46% return, which is significantly higher than HGOIX's -8.54% return. Over the past 10 years, JENSX has outperformed HGOIX with an annualized return of 4.42%, while HGOIX has yielded a comparatively lower 3.90% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JENSX has a 0.81% expense ratio, which is lower than HGOIX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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.

The current JENSX Sharpe Ratio is -0.28, which is lower than the HGOIX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of JENSX and HGOIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JENSX's dividend yield for the trailing twelve months is around 0.53%, while HGOIX has not paid dividends to shareholders.

The maximum JENSX drawdown since its inception was -47.93%, smaller than the maximum HGOIX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for JENSX and HGOIX. For additional features, visit the drawdowns tool.