Federated Hermes U.S. SMID Fund (FHUMX) Alternatives
Federated Hermes U.S. SMID Fund (FHUMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FHUMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FHUMX
FHUMX charges 0.79% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among FHUMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | FHUMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | FHUMX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | FHUMX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | FHUMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | FHUMX vs VEMPX |
Best Risk-Adjusted Alternatives to FHUMX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | FHUMX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | FHUMX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | FHUMX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | FHUMX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | FHUMX vs BIGTX |
Top Performing FHUMX Alternatives (YTD)
FHUMX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | FHUMX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | FHUMX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | FHUMX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | FHUMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | FHUMX vs FTSIX |
Lowest Volatility Alternatives to FHUMX
FHUMX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | FHUMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | FHUMX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | FHUMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | FHUMX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | FHUMX vs GABVX |
Lowest Drawdown Alternatives to FHUMX
FHUMX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | FHUMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | FHUMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | FHUMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | FHUMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | FHUMX vs KMVAX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FHUMX
What investors most often compare with FHUMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Russell 2500 ETF | Small Cap Growth Equities | 65 | 2.10% | Jul 6, 2017 | FHUMX vs SMMD | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | FHUMX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | FHUMX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | FHUMX vs GTSGX |
Compare FHUMX with Any Fund or Stock
Compare FHUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.