Harbor Small Cap Value Fund (HASCX) belongs to the Small 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 HASCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HASCX
HASCX charges 0.87% annually. There are 61 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | HASCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | HASCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | HASCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | HASCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | HASCX vs VSMAX |
Best Risk-Adjusted Alternatives to HASCX
HASCX has a PortfoliosLab risk / return rank of 72. There are 42 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | HASCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | HASCX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | HASCX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | HASCX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | HASCX vs GQSCX |
Top Performing HASCX Alternatives (YTD)
HASCX is at 29.48% YTD. There are 8 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | HASCX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | HASCX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | HASCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | HASCX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | HASCX vs FTMSX |
Lowest Volatility Alternatives to HASCX
HASCX has 20.10% 1-year volatility. There are 152 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | HASCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | HASCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | HASCX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | HASCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | HASCX vs BOSOX |
Lowest Drawdown Alternatives to HASCX
HASCX has a 1-year max drawdown of -9.89%. There are 71 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | HASCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | HASCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | HASCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | HASCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | HASCX vs SSCDX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 13 | 6.81% | — | Dec 1987 | HASCX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 13 | 6.86% | — | — | HASCX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 7.33% | — | Dec 1987 | HASCX vs HAINX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 90 | 20.95% | — | Mar 2002 | HASCX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 42 | 17.40% | — | Nov 2000 | HASCX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 26 | 0.48% | — | Dec 1987 | HASCX vs HABDX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.24% | — | Jun 2018 | HASCX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 11 | 3.57% | — | Dec 1987 | HASCX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 56 | 15.01% | — | Mar 2019 | HASCX vs HAONX | |
| Harbor Convertible Securities Fund | Convertible Bonds | 80 | 18.04% | — | May 2011 | HASCX vs HICSX |
Often Compared With HASCX
Investors most often compare HASCX with IWO, IVOG, VTSAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare HASCX with Any Fund or Stock
Compare HASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HASCX with funds that move differently
Harbor Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HASCX.
Explore HASCX Diversifiers