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 220 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 | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | HCMAX vs VVIAX |
Best Risk-Adjusted Alternatives to HCMAX
HCMAX has a PortfoliosLab risk / return rank of 30. There are 294 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | HCMAX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HCMAX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HCMAX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | HCMAX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | HCMAX vs MALVX |
Top Performing HCMAX Alternatives (YTD)
HCMAX is at 9.06% YTD. There are 274 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | HCMAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | HCMAX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | HCMAX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | HCMAX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | HCMAX vs YAFFX |
Lowest Volatility Alternatives to HCMAX
HCMAX has 13.95% 1-year volatility. There are 290 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HCMAX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HCMAX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HCMAX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | HCMAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | HCMAX vs ACIIX |
Lowest Drawdown Alternatives to HCMAX
HCMAX has a 1-year max drawdown of -10.34%. There are 296 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 Equity Income 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 6 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