HMDYX vs. SMCWX
Compare and contrast key facts about The Hartford MidCap Fund (HMDYX) and American Funds SMALLCAP World Fund Class A (SMCWX).
HMDYX is managed by Hartford. It was launched on Dec 31, 1997. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
HMDYX vs. SMCWX - Performance Comparison
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HMDYX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | -5.56% | -0.48% | 6.17% | 14.70% | -24.01% | 9.89% | 25.10% | 38.80% | -7.56% | 24.41% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, HMDYX achieves a -5.56% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, HMDYX has underperformed SMCWX with an annualized return of 7.76%, while SMCWX has yielded a comparatively higher 9.04% annualized return.
HMDYX
- 1D
- 4.49%
- 1M
- -6.42%
- YTD
- -5.56%
- 6M
- -9.28%
- 1Y
- 2.79%
- 3Y*
- 2.52%
- 5Y*
- -2.15%
- 10Y*
- 7.76%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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HMDYX vs. SMCWX - Expense Ratio Comparison
HMDYX has a 0.79% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
HMDYX vs. SMCWX — Risk / Return Rank
HMDYX
SMCWX
HMDYX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford MidCap Fund (HMDYX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.17 | -1.01 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.72 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.66 | -1.43 |
Martin ratioReturn relative to average drawdown | 0.68 | 6.37 | -5.69 |
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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.17 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.01 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.51 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.57 | -0.07 |
Correlation
The correlation between HMDYX and SMCWX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HMDYX vs. SMCWX - Dividend Comparison
HMDYX's dividend yield for the trailing twelve months is around 19.67%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMDYX The Hartford MidCap Fund | 19.67% | 18.58% | 4.80% | 1.73% | 7.40% | 10.29% | 9.17% | 8.60% | 11.42% | 3.95% | 2.61% | 7.05% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
HMDYX vs. SMCWX - Drawdown Comparison
The maximum HMDYX drawdown since its inception was -50.76%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for HMDYX and SMCWX.
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Drawdown Indicators
| HMDYX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.76% | -62.46% | +11.70% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -11.83% | -4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -39.79% | +6.87% |
Max Drawdown (10Y)Largest decline over 10 years | -37.98% | -39.79% | +1.81% |
Current DrawdownCurrent decline from peak | -15.43% | -10.12% | -5.31% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -14.98% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 3.08% | +2.23% |
Volatility
HMDYX vs. SMCWX - Volatility Comparison
The Hartford MidCap Fund (HMDYX) has a higher volatility of 8.64% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that HMDYX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HMDYX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.64% | 7.62% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 11.82% | +2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 17.93% | +6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 18.05% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 17.76% | +3.70% |