HQIAX
The Hartford Equity Income Fund Class A
1W: -1.5%
1M: -4.4%
3M: -1.4%
YTD: +5.8%
1Y: +9.2%
3Y: +27.0%
5Y: +12.3%
$21.64
+0.12 (+0.56%)
Weekly Expected Move ±1.2%
$21
$21
$22
$22
$22
Similar ETFs
20 peers by holdings overlap (77 holdings)
VWINX
Vanguard Wellesley Income Fund Investor Shares
77.3%
Shared61 holdings
Total74
AUM$45.5B
Price$24.95
VEIPX
Vanguard Equity Income Fund Investor Shares
63.6%
Shared68 holdings
Total208
AUM$63.1B
Price$47.26
IHGIX
Hartford Dividend and Growth Fund Class A
29.0%
Shared22 holdings
Total72
AUM$18.3B
Price$38.41
AFALX
Applied Finance Dividend Fund Investor Class
27.5%
Shared22 holdings
Total39
AUM$30M
Price$13.65
ACEIX
Invesco Equity and Income Fund Class A
24.1%
Shared21 holdings
Total72
AUM$12.6B
Price$11.53
SDVGX
Sit Dividend Growth Fund Class I
23.7%
Shared20 holdings
Total78
AUM$237M
Price$18.27
VWNDX
Vanguard Windsor Fund Investor Shares
22.4%
Shared30 holdings
Total133
AUM$24.2B
Price$24.26
VGWAX
Vanguard Global Wellington Fund Admiral Shares
22.0%
Shared17 holdings
Total81
AUM$3.1B
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FEQTX
Fidelity Equity Dividend Income Fd
21.8%
Shared20 holdings
Total120
AUM$7.9B
Price$32.39
FFA
First Trust Enhanced Equity Income Fund
21.6%
Shared27 holdings
Total62
AUM$444M
Price$22.21
FEQIX
Fidelity Equity Income Fund
21.5%
Shared23 holdings
Total122
AUM$11.3B
Price$91.71
NEFOX
Natixis Oakmark Fund Class A
20.9%
Shared16 holdings
Total58
AUM$893M
Price$31.29
TILCX
T. Rowe Price Large-Cap Value Fund I Class
20.9%
Shared19 holdings
Total80
AUM$4.3B
Price$27.51
BDJ
BlackRock Enhanced Equity Dividend Trust
20.7%
Shared21 holdings
Total83
AUM$1.7B
Price$9.41
OAKMX
Oakmark Fund Investor Class
20.5%
Shared16 holdings
Total59
AUM$23.5B
Price$178.46
PRDGX
T. Rowe Price Dividend Growth Fund, Inc.
20.4%
Shared22 holdings
Total91
AUM$17.7B
Price$88.32
SOPAX
ClearBridge Dividend Strategy Fund Class A
20.4%
Shared15 holdings
Total53
AUM$8.8B
Price$30.43
ZDIVX
Zacks Dividend Fund Investor Class
20.2%
Shared17 holdings
Total73
AUM$137M
Price$31.24
PYVLX
Payden Equity Income Fund
19.8%
Shared16 holdings
Total71
AUM$1.3B
Price$18.90
BBVLX
Bridge Builder Large Cap Value Fund
19.4%
Shared63 holdings
Total947
AUM$28.3B
Price$19.12
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HQIAX | $4.7B | 74 | 19.7% | 15.7 | 3.2 | 2.6 | 20.5% | 16.3% | 2.74% | +13.4% | +16.2% | 54.5 | 6.1 |
| VWINX | $45.5B | 74 | 9.3% | 22.0 | 4.0 | 3.3 | 18.6% | 14.6% | 2.80% | +16.8% | +19.8% | 53.5 | 6.2 |
| VEIPX | $63.1B | 208 | 21.1% | 18.1 | 3.7 | 3.1 | 20.9% | 16.7% | 2.55% | +16.3% | +19.3% | 53.7 | 6.3 |
| IHGIX | $18.3B | 72 | 29.4% | 6.8 | 1.6 | 1.7 | 25.0% | 25.2% | 2.08% | +20.3% | +25.4% | 57.3 | 6.5 |
| AFALX | $30M | 39 | 60.7% | 12.1 | 2.6 | 2.0 | 22.7% | 17.0% | 3.09% | +11.1% | +31.7% | 55.6 | 6.1 |
| ACEIX | $12.6B | 72 | 16.2% | 13.3 | 2.8 | 2.4 | 22.7% | 18.0% | 2.16% | +17.3% | +32.0% | 51.7 | 6.2 |
| SDVGX | $237M | 78 | 29.6% | 13.2 | 3.5 | 3.3 | 29.8% | 25.0% | 1.91% | +18.0% | +27.0% | 57.4 | 6.7 |
| VWNDX | $24.2B | 133 | 17.2% | 16.2 | 3.0 | 2.8 | 19.7% | 17.4% | 1.91% | +19.0% | +23.9% | 51.6 | 6.3 |
| VGWAX | $3.1B | 81 | 15.4% | 12.1 | 3.2 | 3.7 | 30.9% | 30.3% | 2.71% | +19.7% | +17.4% | 53.4 | 6.2 |
| FEQTX | $7.9B | 120 | 22.5% | 11.8 | 3.1 | 3.7 | 31.6% | 31.0% | 2.86% | +13.7% | +24.6% | 51.7 | 6.0 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |