The Hartford MidCap Fund (HMDYX) Alternatives
The Hartford MidCap Fund (HMDYX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HMDYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HMDYX
HMDYX charges 0.79% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among HMDYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | HMDYX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | HMDYX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | HMDYX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | HMDYX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HMDYX vs VMGMX |
Best Risk-Adjusted Alternatives to HMDYX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | HMDYX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | HMDYX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | HMDYX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | HMDYX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | HMDYX vs BFGIX |
Top Performing HMDYX Alternatives (YTD)
HMDYX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | HMDYX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | HMDYX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | HMDYX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | HMDYX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | HMDYX vs NEEGX |
Lowest Volatility Alternatives to HMDYX
HMDYX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | HMDYX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | HMDYX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | HMDYX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | HMDYX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | HMDYX vs VSNGX |
Lowest Drawdown Alternatives to HMDYX
HMDYX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | HMDYX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | HMDYX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | HMDYX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | HMDYX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | HMDYX vs VLEQX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HMDYX
What investors most often compare with HMDYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hartford MidCap Value Fund | Mid Cap Value Equities | 21 | 0.56% | Apr 30, 2001 | HMDYX vs HMVYX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | HMDYX vs IMIDX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | HMDYX vs BFGFX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | HMDYX vs SMCWX |
Compare HMDYX with Any Fund or Stock
Compare HMDYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.