Harbor Small Cap Value Fund (HASCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HASCX
HASCX charges 0.87% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among HASCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | HASCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | HASCX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | HASCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | HASCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | HASCX vs TISBX |
Best Risk-Adjusted Alternatives to HASCX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | HASCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | HASCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | HASCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | HASCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | HASCX vs PRSVX |
Top Performing HASCX Alternatives (YTD)
HASCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | HASCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | HASCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | HASCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | HASCX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 4.18% | Nov 12, 2014 | HASCX vs TNVIX |
Lowest Volatility Alternatives to HASCX
HASCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | HASCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | HASCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | HASCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | HASCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | HASCX vs CSMDX |
Lowest Drawdown Alternatives to HASCX
HASCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | HASCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | HASCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | HASCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | HASCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | HASCX vs BOSOX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 15 | -14.13% | Dec 29, 1987 | HASCX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HASCX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HASCX vs HAINX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 60 | -0.23% | Dec 29, 1987 | HASCX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 70 | 2.65% | Mar 1, 2002 | HASCX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 36 | -3.83% | Nov 1, 2000 | HASCX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HASCX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 17 | -3.93% | Dec 29, 1987 | HASCX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HASCX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 38 | 0.58% | Dec 2, 2019 | HASCX vs HMCNX |
Often Compared With HASCX
What investors most often compare with HASCX, 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.