HMDYX vs. SCIEX
Compare and contrast key facts about The Hartford MidCap Fund (HMDYX) and Hartford Schroders International Stock Fund Class I (SCIEX).
HMDYX is managed by Hartford. It was launched on Dec 31, 1997. SCIEX is managed by Hartford. It was launched on Dec 19, 1985.
Performance
HMDYX vs. SCIEX - Performance Comparison
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HMDYX vs. SCIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | -9.62% | -0.48% | 6.17% | 14.70% | -24.01% | 9.89% | 25.10% | 38.80% | -7.56% | 24.41% |
SCIEX Hartford Schroders International Stock Fund Class I | -6.34% | 25.98% | 5.89% | 17.02% | -18.76% | 11.38% | 24.91% | 25.18% | -12.38% | 29.69% |
Returns By Period
In the year-to-date period, HMDYX achieves a -9.62% return, which is significantly lower than SCIEX's -6.34% return. Over the past 10 years, HMDYX has underperformed SCIEX with an annualized return of 7.29%, while SCIEX has yielded a comparatively higher 9.17% annualized return.
HMDYX
- 1D
- -1.49%
- 1M
- -10.42%
- YTD
- -9.62%
- 6M
- -13.47%
- 1Y
- -0.78%
- 3Y*
- 1.03%
- 5Y*
- -2.75%
- 10Y*
- 7.29%
SCIEX
- 1D
- 0.10%
- 1M
- -12.11%
- YTD
- -6.34%
- 6M
- -3.91%
- 1Y
- 10.89%
- 3Y*
- 9.70%
- 5Y*
- 4.89%
- 10Y*
- 9.17%
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HMDYX vs. SCIEX - Expense Ratio Comparison
Both HMDYX and SCIEX have an expense ratio of 0.79%.
Return for Risk
HMDYX vs. SCIEX — Risk / Return Rank
HMDYX
SCIEX
HMDYX vs. SCIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford MidCap Fund (HMDYX) and Hartford Schroders International Stock Fund Class I (SCIEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HMDYX | SCIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.04 | 0.59 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.12 | 0.90 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.12 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.18 | 0.71 | -0.90 |
Martin ratioReturn relative to average drawdown | -0.56 | 2.67 | -3.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HMDYX | SCIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 0.59 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.30 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.54 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.35 | +0.14 |
Correlation
The correlation between HMDYX and SCIEX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HMDYX vs. SCIEX - Dividend Comparison
HMDYX's dividend yield for the trailing twelve months is around 20.55%, more than SCIEX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | 20.55% | 18.58% | 4.80% | 1.73% | 7.40% | 10.29% | 9.17% | 8.60% | 11.42% | 3.95% | 2.61% | 7.05% |
SCIEX Hartford Schroders International Stock Fund Class I | 2.92% | 2.74% | 0.00% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% |
Drawdowns
HMDYX vs. SCIEX - Drawdown Comparison
The maximum HMDYX drawdown since its inception was -50.76%, smaller than the maximum SCIEX drawdown of -60.26%. Use the drawdown chart below to compare losses from any high point for HMDYX and SCIEX.
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Drawdown Indicators
| HMDYX | SCIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.76% | -60.26% | +9.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -12.23% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -33.07% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -37.98% | -33.07% | -4.91% |
Current DrawdownCurrent decline from peak | -19.06% | -12.15% | -6.91% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -12.39% | +3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.25% | 3.25% | +2.00% |
Volatility
HMDYX vs. SCIEX - Volatility Comparison
The Hartford MidCap Fund (HMDYX) and Hartford Schroders International Stock Fund Class I (SCIEX) have volatilities of 7.11% and 7.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMDYX | SCIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 7.24% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 11.27% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 16.97% | +6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.40% | 16.45% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 17.01% | +4.41% |