Hartford MidCap Value Fund (HMVYX) Alternatives
Hartford MidCap Value Fund (HMVYX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HMVYX. 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 HMVYX
HMVYX charges 0.88% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among HMVYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | HMVYX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HMVYX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | HMVYX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | HMVYX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | HMVYX vs VMVIX |
Best Risk-Adjusted Alternatives to HMVYX
Among mutual funds in the Mid Cap Value 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | HMVYX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | HMVYX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | HMVYX vs VVOAX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | HMVYX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | HMVYX vs UMCVX |
Top Performing HMVYX Alternatives (YTD)
HMVYX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | HMVYX vs SMVTX | |
| Fidelity Value Strategies Fund | 6.38% | Dec 31, 1983 | HMVYX vs FSLSX | |
| Invesco Value Opportunities Fund | 5.98% | Jun 25, 2001 | HMVYX vs VVOAX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | HMVYX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | HMVYX vs ARFFX |
Lowest Volatility Alternatives to HMVYX
HMVYX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | HMVYX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | HMVYX vs AMDVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | HMVYX vs ACLAX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | HMVYX vs ACMVX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | HMVYX vs RSVAX |
Lowest Drawdown Alternatives to HMVYX
HMVYX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | HMVYX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | HMVYX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | HMVYX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | HMVYX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | HMVYX vs CISMX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HMVYX
What investors most often compare with HMVYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Hartford MidCap Fund | Mid Cap Growth Equities | 5 | -9.62% | Dec 31, 1997 | HMVYX vs HMDYX | |
| Fidelity Advisor Value Strategies Fund Class I | Mid Cap Value Equities | 51 | 3.45% | Jul 3, 1995 | HMVYX vs FASOX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | HMVYX vs VVOIX | |
| Touchstone Mid Cap Value Fund | Mid Cap Value Equities | 55 | 5.28% | Sep 30, 2009 | HMVYX vs TCVIX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | HMVYX vs NAMAX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | HMVYX vs CIMDX |
Compare HMVYX with Any Fund or Stock
Compare HMVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.