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.
Key characteristics
| HMVYX | HMDYX | |
|---|---|---|
| YTD Return | 11.57% | 3.36% |
| 1Y Return | 21.52% | 13.08% |
| 3Y Return (Ann) | 9.61% | -2.64% |
| 5Y Return (Ann) | 10.74% | 5.50% |
| 10Y Return (Ann) | 7.40% | 7.41% |
| Sharpe Ratio | 1.40 | 0.77 |
| Daily Std Dev | 15.16% | 16.91% |
| Max Drawdown | -62.75% | -50.76% |
| Current Drawdown | 0.00% | -12.40% |
Correlation
The correlation between HMVYX and HMDYX is 0.92, 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.
Performance
HMVYX vs. HMDYX - Performance Comparison
In the year-to-date period, HMVYX achieves a 11.57% return, which is significantly higher than HMDYX's 3.36% return. Both investments have delivered pretty close results over the past 10 years, with HMVYX having a 7.40% annualized return and HMDYX not far ahead at 7.41%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
HMVYX vs. HMDYX - Dividend Comparison
HMVYX's dividend yield for the trailing twelve months is around 5.77%, more than HMDYX's 1.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMVYX Hartford MidCap Value Fund | 5.77% | 6.43% | 10.05% | 6.82% | 0.57% | 2.95% | 12.94% | 2.53% | 7.04% | 0.51% | 12.28% | 9.30% |
HMDYX The Hartford MidCap Fund | 1.67% | 1.73% | 7.40% | 10.29% | 9.17% | 4.30% | 11.42% | 3.95% | 2.61% | 0.00% | 9.25% | 7.07% |
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. For additional features, visit the drawdowns tool.
Volatility
HMVYX vs. HMDYX - Volatility Comparison
The current volatility for Hartford MidCap Value Fund (HMVYX) is 4.10%, while The Hartford MidCap Fund (HMDYX) has a volatility of 5.10%. 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.