Hillman Value Fund (HCMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HCMAX
HCMAX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HCMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HCMAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HCMAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HCMAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HCMAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HCMAX vs TILVX |
Best Risk-Adjusted Alternatives to HCMAX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HCMAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HCMAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HCMAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HCMAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HCMAX vs VALAX |
Top Performing HCMAX Alternatives (YTD)
HCMAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HCMAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HCMAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HCMAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HCMAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HCMAX vs HFCVX |
Lowest Volatility Alternatives to HCMAX
HCMAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HCMAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HCMAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HCMAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HCMAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HCMAX vs ACIIX |
Lowest Drawdown Alternatives to HCMAX
HCMAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HCMAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HCMAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HCMAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HCMAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HCMAX vs PSECX |
Often Compared With HCMAX
What investors most often compare with HCMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HCMAX vs VOO | |
| Oakmark Fund Investor Class | Large Cap Value Equities | 20 | -4.16% | Aug 5, 1991 | HCMAX vs OAKMX |
Compare HCMAX with Any Fund or Stock
Compare HCMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.