TGPCX vs. HCVAX
Compare and contrast key facts about TCW Conservative Allocation Fund (TGPCX) and Hartford Conservative Allocation Fund (HCVAX).
TGPCX is managed by TCW. It was launched on Nov 15, 2006. HCVAX is managed by Hartford. It was launched on May 27, 2004.
Performance
TGPCX vs. HCVAX - Performance Comparison
Loading graphics...
TGPCX vs. HCVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGPCX TCW Conservative Allocation Fund | -1.52% | 9.17% | 4.10% | 16.54% | -15.22% | 8.45% | 14.24% | 14.83% | -3.10% | 8.83% |
HCVAX Hartford Conservative Allocation Fund | -2.35% | 11.09% | 8.52% | 9.63% | -13.42% | 5.38% | 8.75% | 13.79% | -3.78% | 10.07% |
Returns By Period
In the year-to-date period, TGPCX achieves a -1.52% return, which is significantly higher than HCVAX's -2.35% return. Over the past 10 years, TGPCX has outperformed HCVAX with an annualized return of 5.35%, while HCVAX has yielded a comparatively lower 4.82% annualized return.
TGPCX
- 1D
- 0.09%
- 1M
- -4.35%
- YTD
- -1.52%
- 6M
- -0.47%
- 1Y
- 5.65%
- 3Y*
- 7.92%
- 5Y*
- 3.51%
- 10Y*
- 5.35%
HCVAX
- 1D
- 0.17%
- 1M
- -4.19%
- YTD
- -2.35%
- 6M
- -1.15%
- 1Y
- 7.42%
- 3Y*
- 7.58%
- 5Y*
- 3.11%
- 10Y*
- 4.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TGPCX vs. HCVAX - Expense Ratio Comparison
TGPCX has a 0.41% expense ratio, which is lower than HCVAX's 0.59% expense ratio.
Return for Risk
TGPCX vs. HCVAX — Risk / Return Rank
TGPCX
HCVAX
TGPCX vs. HCVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Conservative Allocation Fund (TGPCX) and Hartford Conservative Allocation Fund (HCVAX). 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.
| TGPCX | HCVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.16 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.64 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.50 | -0.24 |
Martin ratioReturn relative to average drawdown | 4.84 | 6.51 | -1.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TGPCX | HCVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.16 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.72 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.57 | +0.10 |
Correlation
The correlation between TGPCX and HCVAX is 0.88, 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
TGPCX vs. HCVAX - Dividend Comparison
TGPCX's dividend yield for the trailing twelve months is around 4.65%, more than HCVAX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGPCX TCW Conservative Allocation Fund | 4.65% | 4.58% | 7.42% | 3.00% | 4.86% | 9.89% | 1.47% | 7.04% | 6.71% | 4.24% | 6.84% | 3.94% |
HCVAX Hartford Conservative Allocation Fund | 3.27% | 3.19% | 2.95% | 2.54% | 2.52% | 4.72% | 1.51% | 2.52% | 3.22% | 3.01% | 1.35% | 1.66% |
Drawdowns
TGPCX vs. HCVAX - Drawdown Comparison
The maximum TGPCX drawdown since its inception was -21.03%, smaller than the maximum HCVAX drawdown of -31.09%. Use the drawdown chart below to compare losses from any high point for TGPCX and HCVAX.
Loading graphics...
Drawdown Indicators
| TGPCX | HCVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.03% | -31.09% | +10.06% |
Max Drawdown (1Y)Largest decline over 1 year | -4.48% | -5.00% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -20.27% | -18.45% | -1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -20.27% | -18.45% | -1.82% |
Current DrawdownCurrent decline from peak | -4.35% | -4.51% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -3.16% | -3.75% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 1.16% | +0.01% |
Volatility
TGPCX vs. HCVAX - Volatility Comparison
TCW Conservative Allocation Fund (TGPCX) and Hartford Conservative Allocation Fund (HCVAX) have volatilities of 2.34% and 2.40%, 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.
Loading graphics...
Volatility by Period
| TGPCX | HCVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.34% | 2.40% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 3.96% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 6.76% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.89% | 6.87% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.64% | 6.69% | +0.95% |