SMDIX vs. RSINX
Compare and contrast key facts about Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Victory RS Investors Fund (RSINX).
SMDIX is managed by Hartford. It was launched on Mar 31, 2006. RSINX is managed by Victory. It was launched on Nov 15, 2005.
Performance
SMDIX vs. RSINX - Performance Comparison
Loading graphics...
SMDIX vs. RSINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 0.63% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
RSINX Victory RS Investors Fund | -1.88% | 6.39% | 20.81% | 13.18% | -2.02% | 25.73% | -1.68% | 28.02% | -9.55% | 16.36% |
Returns By Period
In the year-to-date period, SMDIX achieves a 0.63% return, which is significantly higher than RSINX's -1.88% return. Both investments have delivered pretty close results over the past 10 years, with SMDIX having a 9.71% annualized return and RSINX not far ahead at 9.80%.
SMDIX
- 1D
- -0.73%
- 1M
- -6.86%
- YTD
- 0.63%
- 6M
- 6.27%
- 1Y
- 13.50%
- 3Y*
- 10.27%
- 5Y*
- 7.25%
- 10Y*
- 9.71%
RSINX
- 1D
- -0.25%
- 1M
- -6.90%
- YTD
- -1.88%
- 6M
- 1.51%
- 1Y
- 4.39%
- 3Y*
- 11.86%
- 5Y*
- 9.41%
- 10Y*
- 9.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SMDIX vs. RSINX - Expense Ratio Comparison
SMDIX has a 0.89% expense ratio, which is lower than RSINX's 1.33% expense ratio.
Return for Risk
SMDIX vs. RSINX — Risk / Return Rank
SMDIX
RSINX
SMDIX vs. RSINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders US MidCap Opportunities Fund (SMDIX) and Victory RS Investors Fund (RSINX). 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.
| SMDIX | RSINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.31 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.54 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.07 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.30 | +0.68 |
Martin ratioReturn relative to average drawdown | 4.44 | 1.16 | +3.28 |
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
| SMDIX | RSINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.31 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.49 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.52 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.11 |
Correlation
The correlation between SMDIX and RSINX is 0.89, 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
SMDIX vs. RSINX - Dividend Comparison
SMDIX's dividend yield for the trailing twelve months is around 9.80%, more than RSINX's 4.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMDIX Hartford Schroders US MidCap Opportunities Fund | 9.80% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
RSINX Victory RS Investors Fund | 4.54% | 4.46% | 10.21% | 0.77% | 4.03% | 15.89% | 0.30% | 4.32% | 17.89% | 14.37% | 0.00% | 0.00% |
Drawdowns
SMDIX vs. RSINX - Drawdown Comparison
The maximum SMDIX drawdown since its inception was -48.26%, smaller than the maximum RSINX drawdown of -66.11%. Use the drawdown chart below to compare losses from any high point for SMDIX and RSINX.
Loading graphics...
Drawdown Indicators
| SMDIX | RSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -66.11% | +17.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -11.70% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -23.08% | +2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -40.70% | -40.86% | +0.16% |
Current DrawdownCurrent decline from peak | -7.40% | -8.64% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -10.64% | +4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.02% | -0.27% |
Volatility
SMDIX vs. RSINX - Volatility Comparison
Hartford Schroders US MidCap Opportunities Fund (SMDIX) has a higher volatility of 4.68% compared to Victory RS Investors Fund (RSINX) at 3.25%. This indicates that SMDIX's price experiences larger fluctuations and is considered to be riskier than RSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SMDIX | RSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 3.25% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 9.09% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 15.78% | +2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 19.17% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 19.10% | -1.16% |