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 a closer substitute for your current allocation.
Cheapest Alternatives to HMDYX
HMDYX charges 0.79% annually. There are 44 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | HMDYX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | HMDYX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | HMDYX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | HMDYX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | HMDYX vs VMFGX |
Best Risk-Adjusted Alternatives to HMDYX
HMDYX has a PortfoliosLab risk / return rank of 5. There are 111 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | HMDYX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | HMDYX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | HMDYX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | HMDYX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | HMDYX vs POAGX |
Top Performing HMDYX Alternatives (YTD)
HMDYX is at 7.23% YTD. There are 75 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | HMDYX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | HMDYX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | HMDYX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | HMDYX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | HMDYX vs OEGYX |
Lowest Volatility Alternatives to HMDYX
HMDYX has 19.41% 1-year volatility. There are 104 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | HMDYX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | HMDYX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | HMDYX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | HMDYX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | HMDYX vs RIPIX |
Lowest Drawdown Alternatives to HMDYX
HMDYX has a 1-year max drawdown of -15.91%. There are 111 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | HMDYX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | HMDYX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | HMDYX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | HMDYX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | HMDYX vs SECUX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 15 | 5.84% | — | Feb 2002 | HMDYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 53 | 0.94% | — | May 2007 | HMDYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 5.92% | — | Dec 1985 | HMDYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 37 | 5.40% | — | Apr 1998 | HMDYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 32 | 2.84% | — | Jul 2006 | HMDYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.34% | — | May 2007 | HMDYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 61 | 8.05% | — | Jul 1996 | HMDYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 59 | 9.75% | — | May 2010 | HMDYX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 5.85% | — | Feb 2002 | HMDYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 28.10% | — | — | HMDYX vs SEMNX |
Often Compared With HMDYX
Investors most often compare HMDYX with HMVYX, LSHAX, BARIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HMDYX with Any Fund or Stock
Compare HMDYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HMDYX with funds that move differently
The Hartford MidCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HMDYX.
Explore HMDYX Diversifiers