The Hartford Small Company Fund (HSCYX) belongs to the Small 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 HSCYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSCYX
HSCYX charges 0.91% annually. There are 40 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | HSCYX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | HSCYX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | HSCYX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HSCYX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HSCYX vs VISGX |
Best Risk-Adjusted Alternatives to HSCYX
HSCYX has a PortfoliosLab risk / return rank of 35. There are 89 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | HSCYX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | HSCYX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | HSCYX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | HSCYX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | HSCYX vs OBMCX |
Top Performing HSCYX Alternatives (YTD)
HSCYX is at 9.90% YTD. There are 123 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | HSCYX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | HSCYX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | HSCYX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | HSCYX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | HSCYX vs OBMCX |
Lowest Volatility Alternatives to HSCYX
HSCYX has 18.14% 1-year volatility. There are 40 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | HSCYX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | HSCYX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | HSCYX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | HSCYX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | HSCYX vs ETEGX |
Lowest Drawdown Alternatives to HSCYX
HSCYX has a 1-year max drawdown of -13.88%. There are 100 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | HSCYX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HSCYX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HSCYX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HSCYX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HSCYX vs RFIMX |
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 | HSCYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HSCYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HSCYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HSCYX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HSCYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HSCYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HSCYX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HSCYX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HSCYX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HSCYX vs SEMNX |
Often Compared With HSCYX
Investors most often compare HSCYX with JGMNX, JATTX, HBLYX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 37 | 11.47% | — | May 2012 | HSCYX vs JGMNX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | HSCYX vs JATTX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 36 | 2.70% | — | Jul 2006 | HSCYX vs HBLYX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.34% | — | Jan 2003 | HSCYX vs HRSMX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | HSCYX vs JANIX |
Compare HSCYX with Any Fund or Stock
Compare HSCYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSCYX with funds that move differently
The Hartford Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSCYX.
Explore HSCYX Diversifiers