Hillman Value Fund (HCMAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HCMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HCMAX
HCMAX charges 0.95% annually. There are 221 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HCMAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HCMAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HCMAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HCMAX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HCMAX vs TILVX |
Best Risk-Adjusted Alternatives to HCMAX
HCMAX has a PortfoliosLab risk / return rank of 16. There are 303 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HCMAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HCMAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | HCMAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | HCMAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | HCMAX vs AVLVX |
Top Performing HCMAX Alternatives (YTD)
HCMAX is at 5.55% YTD. There are 300 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | HCMAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | HCMAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | HCMAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | HCMAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | HCMAX vs YAFFX |
Lowest Volatility Alternatives to HCMAX
HCMAX has 13.62% 1-year volatility. There are 291 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HCMAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | HCMAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HCMAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | HCMAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | HCMAX vs TMMAX |
Lowest Drawdown Alternatives to HCMAX
HCMAX has a 1-year max drawdown of -10.34%. There are 298 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HCMAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HCMAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HCMAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HCMAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HCMAX vs SVAIX |
Often Compared With HCMAX
Investors most often compare HCMAX with VOO, OAKMX, VIHAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HCMAX with Any Fund or Stock
Compare HCMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCMAX with funds that move differently
Hillman Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCMAX.
Explore HCMAX Diversifiers