HCOM vs INCE

vs

Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. HCOM offers more diversification with 55 holdings.

Side-by-Side Comparison

MetricHCOMINCE
Fund FamilyHartford FundsFranklin Templeton Investments (US)
Expense Ratio0.59%0.29%
AUM$9M$108M
Dividend Yield10.95%4.95%
Holdings Count5581
Inception Date2021-09-142016-09-20
Investment StyleCommoditiesLarge Cap Value
1-Month Return-1.05%+4.05%
YTD Return+4.57%+9.87%
1-Year Return+2.31%+21.86%
3-Year Return-5.19%+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score6078
Momentum Score5383
Value Score6559

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
41
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, HCOM or INCE?

HCOM has an expense ratio of 0.59% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do HCOM and INCE hold the same stocks?

HCOM and INCE share 0 common holdings with a 0.0% weight overlap. They hold 41 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HCOM or INCE?

Over the past year, HCOM returned +2.31% while INCE returned +21.86%. INCE outperformed over this period. Past performance does not guarantee future results.