HMVYX vs. HGOIX
Compare and contrast key facts about Hartford MidCap Value Fund (HMVYX) and The Hartford Growth Opportunities Fund Class I (HGOIX).
HMVYX is managed by Hartford. It was launched on Apr 30, 2001. HGOIX is managed by Hartford. It was launched on Feb 19, 2002.
Performance
HMVYX vs. HGOIX - Performance Comparison
Loading graphics...
HMVYX vs. HGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 2.95% | 4.58% | 10.25% | 16.17% | -7.77% | 28.41% | 0.51% | 33.72% | -14.61% | 13.37% |
HGOIX The Hartford Growth Opportunities Fund Class I | -10.11% | 13.52% | 42.27% | 40.98% | -36.87% | 7.59% | 62.12% | 30.28% | -0.78% | 30.63% |
Returns By Period
In the year-to-date period, HMVYX achieves a 2.95% return, which is significantly higher than HGOIX's -10.11% return. Over the past 10 years, HMVYX has underperformed HGOIX with an annualized return of 9.18%, while HGOIX has yielded a comparatively higher 14.72% annualized return.
HMVYX
- 1D
- 2.38%
- 1M
- -6.05%
- YTD
- 2.95%
- 6M
- 4.62%
- 1Y
- 11.66%
- 3Y*
- 10.05%
- 5Y*
- 7.35%
- 10Y*
- 9.18%
HGOIX
- 1D
- 4.66%
- 1M
- -5.17%
- YTD
- -10.11%
- 6M
- -10.14%
- 1Y
- 15.46%
- 3Y*
- 21.18%
- 5Y*
- 6.17%
- 10Y*
- 14.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HMVYX vs. HGOIX - Expense Ratio Comparison
HMVYX has a 0.88% expense ratio, which is higher than HGOIX's 0.82% expense ratio.
Return for Risk
HMVYX vs. HGOIX — Risk / Return Rank
HMVYX
HGOIX
HMVYX vs. HGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford MidCap Value Fund (HMVYX) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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.
| HMVYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.68 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.11 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.91 | +0.04 |
Martin ratioReturn relative to average drawdown | 3.65 | 3.09 | +0.56 |
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
| HMVYX | HGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.68 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.25 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.63 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.50 | -0.08 |
Correlation
The correlation between HMVYX and HGOIX is 0.77, 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
HMVYX vs. HGOIX - Dividend Comparison
HMVYX's dividend yield for the trailing twelve months is around 4.17%, less than HGOIX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 4.17% | 4.30% | 11.36% | 6.44% | 10.05% | 6.82% | 0.57% | 5.05% | 12.94% | 2.53% | 7.04% | 8.09% |
HGOIX The Hartford Growth Opportunities Fund Class I | 7.05% | 6.34% | 0.00% | 0.00% | 0.00% | 22.80% | 13.21% | 6.01% | 30.76% | 8.69% | 3.76% | 8.81% |
Drawdowns
HMVYX vs. HGOIX - Drawdown Comparison
The maximum HMVYX drawdown since its inception was -62.75%, which is greater than HGOIX's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for HMVYX and HGOIX.
Loading graphics...
Drawdown Indicators
| HMVYX | HGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.75% | -58.07% | -4.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -17.71% | +4.33% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -44.99% | +22.47% |
Max Drawdown (10Y)Largest decline over 10 years | -44.47% | -44.99% | +0.52% |
Current DrawdownCurrent decline from peak | -6.24% | -13.88% | +7.64% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -12.07% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 5.20% | -1.71% |
Volatility
HMVYX vs. HGOIX - Volatility Comparison
The current volatility for Hartford MidCap Value Fund (HMVYX) is 5.56%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 8.30%. This indicates that HMVYX experiences smaller price fluctuations and is considered to be less risky than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HMVYX | HGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 8.30% | -2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 14.82% | -4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 24.05% | -5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 25.14% | -6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 23.37% | -2.76% |