HSMYX vs. PRVIX
Compare and contrast key facts about Hartford Small Cap Value Fund (HSMYX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).
HSMYX is managed by Hartford. It was launched on Dec 31, 2004. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.
Performance
HSMYX vs. PRVIX - Performance Comparison
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HSMYX vs. PRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSMYX Hartford Small Cap Value Fund | -0.00% | 2.45% | 11.99% | 17.29% | -12.02% | 31.98% | 4.41% | 28.25% | -10.65% | 10.04% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 1.00% | 21.38% | 10.96% | 12.46% | -18.42% | 25.60% | 12.58% | 25.95% | -11.49% | 12.86% |
Returns By Period
Over the past 10 years, HSMYX has underperformed PRVIX with an annualized return of 9.24%, while PRVIX has yielded a comparatively higher 10.74% annualized return.
HSMYX
- 1D
- -0.31%
- 1M
- -5.81%
- YTD
- -0.00%
- 6M
- 1.70%
- 1Y
- 11.63%
- 3Y*
- 9.54%
- 5Y*
- 4.75%
- 10Y*
- 9.24%
PRVIX
- 1D
- -0.92%
- 1M
- -6.73%
- YTD
- 1.00%
- 6M
- 15.65%
- 1Y
- 29.88%
- 3Y*
- 15.16%
- 5Y*
- 6.86%
- 10Y*
- 10.74%
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HSMYX vs. PRVIX - Expense Ratio Comparison
HSMYX has a 0.85% expense ratio, which is higher than PRVIX's 0.66% expense ratio.
Return for Risk
HSMYX vs. PRVIX — Risk / Return Rank
HSMYX
PRVIX
HSMYX vs. PRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Value Fund (HSMYX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). 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.
| HSMYX | PRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.30 | -0.79 |
Sortino ratioReturn per unit of downside risk | 0.87 | 2.08 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.93 | -1.29 |
Martin ratioReturn relative to average drawdown | 1.95 | 8.07 | -6.13 |
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
| HSMYX | PRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.30 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.34 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.51 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.50 | -0.17 |
Correlation
The correlation between HSMYX and PRVIX is 0.93, 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
HSMYX vs. PRVIX - Dividend Comparison
HSMYX's dividend yield for the trailing twelve months is around 6.68%, less than PRVIX's 22.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSMYX Hartford Small Cap Value Fund | 6.68% | 6.68% | 2.91% | 3.35% | 9.64% | 6.82% | 1.27% | 12.08% | 36.32% | 5.07% | 1.16% | 6.70% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 22.88% | 23.11% | 9.96% | 3.40% | 5.54% | 7.15% | 2.12% | 4.72% | 9.61% | 3.79% | 3.88% | 22.61% |
Drawdowns
HSMYX vs. PRVIX - Drawdown Comparison
The maximum HSMYX drawdown since its inception was -60.81%, which is greater than PRVIX's maximum drawdown of -40.95%. Use the drawdown chart below to compare losses from any high point for HSMYX and PRVIX.
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Drawdown Indicators
| HSMYX | PRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.81% | -40.95% | -19.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -14.06% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -27.70% | -28.00% | +0.30% |
Max Drawdown (10Y)Largest decline over 10 years | -46.51% | -40.95% | -5.56% |
Current DrawdownCurrent decline from peak | -9.18% | -8.14% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -8.44% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 3.65% | +1.19% |
Volatility
HSMYX vs. PRVIX - Volatility Comparison
The current volatility for Hartford Small Cap Value Fund (HSMYX) is 4.96%, while T. Rowe Price Small-Cap Value Fund Class I (PRVIX) has a volatility of 6.11%. This indicates that HSMYX experiences smaller price fluctuations and is considered to be less risky than PRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSMYX | PRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 6.11% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.41% | 15.98% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 23.85% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 20.43% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 21.29% | +2.43% |