Correlation
The correlation between HMVYX and HMDYX is 0.88, 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.
HMVYX vs. HMDYX
Compare and contrast key facts about Hartford MidCap Value Fund (HMVYX) and The Hartford MidCap Fund (HMDYX).
HMVYX is managed by Hartford. It was launched on Apr 30, 2001. HMDYX is managed by Hartford. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HMVYX or HMDYX.
Performance
HMVYX vs. HMDYX - Performance Comparison
Loading data...
Key characteristics
HMVYX:
0.21
HMDYX:
0.13
HMVYX:
0.29
HMDYX:
0.22
HMVYX:
1.04
HMDYX:
1.03
HMVYX:
0.10
HMDYX:
0.03
HMVYX:
0.28
HMDYX:
0.09
HMVYX:
7.37%
HMDYX:
8.81%
HMVYX:
19.50%
HMDYX:
24.97%
HMVYX:
-62.75%
HMDYX:
-50.76%
HMVYX:
-10.69%
HMDYX:
-11.43%
Returns By Period
In the year-to-date period, HMVYX achieves a -3.58% return, which is significantly lower than HMDYX's -1.58% return. Over the past 10 years, HMVYX has underperformed HMDYX with an annualized return of 6.97%, while HMDYX has yielded a comparatively higher 7.36% annualized return.
HMVYX
-3.58%
5.19%
-10.19%
4.01%
5.39%
13.16%
6.97%
HMDYX
-1.58%
7.27%
-8.14%
3.20%
3.69%
6.09%
7.36%
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. HMDYX - Expense Ratio Comparison
HMVYX has a 0.88% expense ratio, which is higher than HMDYX's 0.79% expense ratio.
Risk-Adjusted Performance
HMVYX vs. HMDYX — Risk-Adjusted Performance Rank
HMVYX
HMDYX
HMVYX vs. HMDYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford MidCap Value Fund (HMVYX) and The Hartford MidCap Fund (HMDYX). 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.
Loading data...
Dividends
HMVYX vs. HMDYX - Dividend Comparison
HMVYX's dividend yield for the trailing twelve months is around 12.71%, more than HMDYX's 4.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 12.71% | 12.26% | 6.43% | 10.05% | 6.82% | 0.57% | 2.95% | 12.94% | 2.53% | 7.04% | 8.10% | 12.28% |
HMDYX The Hartford MidCap Fund | 4.88% | 4.80% | 1.73% | 7.40% | 10.29% | 9.18% | 4.30% | 11.42% | 3.95% | 2.61% | 7.04% | 9.25% |
Drawdowns
HMVYX vs. HMDYX - Drawdown Comparison
The maximum HMVYX drawdown since its inception was -62.75%, which is greater than HMDYX's maximum drawdown of -50.76%. Use the drawdown chart below to compare losses from any high point for HMVYX and HMDYX.
Loading data...
Volatility
HMVYX vs. HMDYX - Volatility Comparison
The current volatility for Hartford MidCap Value Fund (HMVYX) is 5.68%, while The Hartford MidCap Fund (HMDYX) has a volatility of 7.09%. This indicates that HMVYX experiences smaller price fluctuations and is considered to be less risky than HMDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...