HMDYX vs. TGFRX
Compare and contrast key facts about The Hartford MidCap Fund (HMDYX) and Tanaka Growth Fund (TGFRX).
HMDYX is managed by Hartford. It was launched on Dec 31, 1997. TGFRX is managed by Tanaka. It was launched on Dec 30, 1998.
Performance
HMDYX vs. TGFRX - Performance Comparison
Loading graphics...
HMDYX vs. TGFRX - 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% |
TGFRX Tanaka Growth Fund | 2.11% | 39.56% | 17.98% | 50.24% | -22.62% | 26.54% | 50.87% | 18.78% | -25.18% | 7.28% |
Returns By Period
In the year-to-date period, HMDYX achieves a -5.56% return, which is significantly lower than TGFRX's 2.11% return. Over the past 10 years, HMDYX has underperformed TGFRX with an annualized return of 7.76%, while TGFRX has yielded a comparatively higher 13.73% 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%
TGFRX
- 1D
- 5.92%
- 1M
- -7.38%
- YTD
- 2.11%
- 6M
- 3.42%
- 1Y
- 38.93%
- 3Y*
- 31.29%
- 5Y*
- 11.64%
- 10Y*
- 13.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HMDYX vs. TGFRX - Expense Ratio Comparison
HMDYX has a 0.79% expense ratio, which is lower than TGFRX's 2.19% expense ratio.
Return for Risk
HMDYX vs. TGFRX — Risk / Return Rank
HMDYX
TGFRX
HMDYX vs. TGFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford MidCap Fund (HMDYX) and Tanaka Growth Fund (TGFRX). 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 | TGFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.06 | -0.90 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.59 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.93 | -2.70 |
Martin ratioReturn relative to average drawdown | 0.68 | 7.48 | -6.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HMDYX | TGFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.06 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.01 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.02 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.02 | +0.47 |
Correlation
The correlation between HMDYX and TGFRX is 0.80, 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. TGFRX - Dividend Comparison
HMDYX's dividend yield for the trailing twelve months is around 19.67%, more than TGFRX's 12.75% 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% |
TGFRX Tanaka Growth Fund | 12.75% | 13.02% | 6.89% | 0.00% | 0.11% | 7.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HMDYX vs. TGFRX - Drawdown Comparison
The maximum HMDYX drawdown since its inception was -50.76%, smaller than the maximum TGFRX drawdown of -95.35%. Use the drawdown chart below to compare losses from any high point for HMDYX and TGFRX.
Loading graphics...
Drawdown Indicators
| HMDYX | TGFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.76% | -95.35% | +44.59% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -16.01% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -95.35% | +62.43% |
Max Drawdown (10Y)Largest decline over 10 years | -37.98% | -95.35% | +57.37% |
Current DrawdownCurrent decline from peak | -15.43% | -92.38% | +76.95% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -31.67% | +22.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 7.24% | -1.93% |
Volatility
HMDYX vs. TGFRX - Volatility Comparison
The current volatility for The Hartford MidCap Fund (HMDYX) is 8.64%, while Tanaka Growth Fund (TGFRX) has a volatility of 12.37%. This indicates that HMDYX experiences smaller price fluctuations and is considered to be less risky than TGFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HMDYX | TGFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.64% | 12.37% | -3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 24.40% | -9.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 35.36% | -11.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 793.45% | -771.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 561.16% | -539.70% |