Hartford Small Cap Value Fund (HSMYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HSMYX
HSMYX charges 0.85% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HSMYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HSMYX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HSMYX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HSMYX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HSMYX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HSMYX vs VSMVX |
Best Risk-Adjusted Alternatives to HSMYX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HSMYX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HSMYX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HSMYX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HSMYX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HSMYX vs MMEYX |
Top Performing HSMYX Alternatives (YTD)
HSMYX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | HSMYX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HSMYX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HSMYX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HSMYX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HSMYX vs MMEYX |
Lowest Volatility Alternatives to HSMYX
HSMYX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | HSMYX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HSMYX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HSMYX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HSMYX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HSMYX vs TASCX |
Lowest Drawdown Alternatives to HSMYX
HSMYX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | HSMYX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HSMYX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HSMYX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HSMYX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HSMYX vs JMCRX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HSMYX
What investors most often compare with HSMYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core High Dividend ETF | Large Cap Value Equities, Dividend | 70 | 12.30% | Mar 29, 2011 | HSMYX vs HDV | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | HSMYX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | HSMYX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | HSMYX vs VSCAX |
Compare HSMYX with Any Fund or Stock
Compare HSMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.