Hartford Small Cap Value Fund (HSMYX) belongs to the Small 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 HSMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSMYX
HSMYX charges 0.85% annually. There are 32 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | HSMYX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HSMYX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | HSMYX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HSMYX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HSMYX vs VSMVX |
Best Risk-Adjusted Alternatives to HSMYX
HSMYX has a PortfoliosLab risk / return rank of 36. There are 90 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | HSMYX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | HSMYX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | HSMYX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | HSMYX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | HSMYX vs WSCVX |
Top Performing HSMYX Alternatives (YTD)
HSMYX is at 13.89% YTD. There are 82 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | HSMYX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | HSMYX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | HSMYX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | HSMYX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | HSMYX vs QRSVX |
Lowest Volatility Alternatives to HSMYX
HSMYX has 18.73% 1-year volatility. There are 107 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | HSMYX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | HSMYX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | HSMYX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | HSMYX vs ARSMX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | HSMYX vs VESMX |
Lowest Drawdown Alternatives to HSMYX
HSMYX has a 1-year max drawdown of -11.25%. There are 98 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | HSMYX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HSMYX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HSMYX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HSMYX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HSMYX vs TSLTX |
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 | HSMYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HSMYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HSMYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HSMYX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HSMYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HSMYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HSMYX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HSMYX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HSMYX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HSMYX vs SEMNX |
Often Compared With HSMYX
Investors most often compare HSMYX with HBLYX, HDV, HWSAX. These 13 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HSMYX with Any Fund or Stock
Compare HSMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSMYX with funds that move differently
Hartford Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSMYX.
Explore HSMYX Diversifiers