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 a closer substitute for your current allocation.
Cheapest Alternatives to HMVYX
HMVYX charges 0.88% annually. There are 51 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | HMVYX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | HMVYX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | HMVYX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | HMVYX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | HMVYX vs VMVIX |
Best Risk-Adjusted Alternatives to HMVYX
HMVYX has a PortfoliosLab risk / return rank of 29. There are 69 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | HMVYX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | HMVYX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | HMVYX vs VVOAX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | HMVYX vs HAMVX | |
| Delaware Opportunity Fund | 82 | — | Aug 1992 | HMVYX vs FIUSX |
Top Performing HMVYX Alternatives (YTD)
HMVYX is at 10.81% YTD. There are 61 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | HMVYX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | HMVYX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | HMVYX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | HMVYX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 20.62% | — | Jul 1995 | HMVYX vs FASOX |
Lowest Volatility Alternatives to HMVYX
HMVYX has 14.44% 1-year volatility. There are 62 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | HMVYX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | HMVYX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.54% | — | Dec 2013 | HMVYX vs NMAVX | |
| Principal MidCap Value Fund I | 11.73% | — | Dec 2003 | HMVYX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.88% | 5.65B | Mar 2004 | HMVYX vs ACMVX |
Lowest Drawdown Alternatives to HMVYX
HMVYX has a 1-year max drawdown of -8.73%. There are 41 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | HMVYX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | HMVYX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | HMVYX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | HMVYX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | HMVYX vs FRNKX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 31 | 14.57% | — | Feb 2002 | HMVYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HMVYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HMVYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HMVYX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HMVYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HMVYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HMVYX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HMVYX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HMVYX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HMVYX vs SEMNX |
Often Compared With HMVYX
Investors most often compare HMVYX with HMDYX, AMDVX, RSVAX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HMVYX with Any Fund or Stock
Compare HMVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HMVYX with funds that move differently
Hartford MidCap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HMVYX.
Explore HMVYX Diversifiers