Hartford Schroders US MidCap Opportunities Fund (SMDIX) Alternatives
Hartford Schroders US MidCap Opportunities Fund (SMDIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMDIX. 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 SMDIX
SMDIX charges 0.89% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SMDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | SMDIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | SMDIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | SMDIX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | SMDIX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | SMDIX vs VEMPX |
Best Risk-Adjusted Alternatives to SMDIX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | SMDIX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | SMDIX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | SMDIX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | SMDIX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | SMDIX vs BIGTX |
Top Performing SMDIX Alternatives (YTD)
SMDIX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | SMDIX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | SMDIX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | SMDIX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | SMDIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | SMDIX vs FTSIX |
Lowest Volatility Alternatives to SMDIX
SMDIX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | SMDIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | SMDIX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | SMDIX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | SMDIX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | SMDIX vs GABVX |
Lowest Drawdown Alternatives to SMDIX
SMDIX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | SMDIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | SMDIX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | SMDIX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | SMDIX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | SMDIX vs KMVAX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With SMDIX
What investors most often compare with SMDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | SMDIX vs VO | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | SMDIX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | SMDIX vs GTSGX |
Compare SMDIX with Any Fund or Stock
Compare SMDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.