Rational Equity Armor Fund (HDCTX) Alternatives
Rational Equity Armor Fund (HDCTX) 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 HDCTX. 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 HDCTX
HDCTX charges 1.17% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HDCTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HDCTX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HDCTX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HDCTX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HDCTX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HDCTX vs VVIAX |
Best Risk-Adjusted Alternatives to HDCTX
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 | HDCTX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HDCTX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HDCTX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HDCTX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HDCTX vs VALAX |
Top Performing HDCTX Alternatives (YTD)
HDCTX 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 | HDCTX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HDCTX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HDCTX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HDCTX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HDCTX vs HFCVX |
Lowest Volatility Alternatives to HDCTX
HDCTX 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 | HDCTX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HDCTX vs RIDAX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HDCTX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HDCTX vs ACIIX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 11.86% | Dec 20, 2007 | HDCTX vs TMMAX |
Lowest Drawdown Alternatives to HDCTX
HDCTX 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 | HDCTX vs ACTIX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HDCTX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HDCTX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HDCTX vs PSECX | |
| GQG Partners US Quality Dividend Income Fund | -8.57% | Jun 29, 2021 | HDCTX vs GQHPX |
Other Mutual Funds from Rational Funds
Most popular Rational Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 37 | 2.69% | Sep 29, 2016 | HDCTX vs RDMIX | |
| Rational Special Situations Income Fund | Multisector Bonds | 97 | 1.01% | Jul 16, 2019 | HDCTX vs RFXIX | |
| Rational Tactical Return Fund | Options Trading | 19 | -1.80% | Apr 30, 2007 | HDCTX vs HRSTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 7 | -2.92% | Dec 5, 2019 | HDCTX vs PBXIX |
Often Compared With HDCTX
What investors most often compare with HDCTX, based on PortfoliosLab usage data.
Compare HDCTX with Any Fund or Stock
Compare HDCTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.