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 a closer substitute for your current allocation.
Cheapest Alternatives to HDCTX
HDCTX charges 1.17% annually. There are 279 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 | HDCTX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HDCTX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HDCTX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HDCTX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | HDCTX vs VVIAX |
Best Risk-Adjusted Alternatives to HDCTX
HDCTX has a PortfoliosLab risk / return rank of 40. There are 283 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 | HDCTX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HDCTX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HDCTX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | HDCTX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | HDCTX vs LSVVX |
Top Performing HDCTX Alternatives (YTD)
HDCTX is at 7.27% YTD. There are 295 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | HDCTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | HDCTX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | HDCTX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | HDCTX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | HDCTX vs AVLVX |
Lowest Volatility Alternatives to HDCTX
HDCTX has 9.69% 1-year volatility. There are 21 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 | HDCTX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HDCTX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | HDCTX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | HDCTX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | HDCTX vs ACIIX |
Lowest Drawdown Alternatives to HDCTX
HDCTX has a 1-year max drawdown of -6.95%. There are 112 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 | HDCTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HDCTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HDCTX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | HDCTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HDCTX vs SVAIX |
Other Mutual Funds from Rational Funds
The 4 most viewed Rational Funds mutual funds shown here include RDMIX, RFXIX, HRSTX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rational/ReSolve Adaptive Asset Allocation Fund | Tactical Allocation | 78 | 12.33% | — | Sep 2016 | HDCTX vs RDMIX | |
| Rational Special Situations Income Fund | Multisector Bonds | 98 | 2.23% | — | Jul 2019 | HDCTX vs RFXIX | |
| Rational Tactical Return Fund | Options Trading | 63 | 6.19% | — | Apr 2007 | HDCTX vs HRSTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 45 | 9.82% | — | Dec 2019 | HDCTX vs PBXIX |
Often Compared With HDCTX
Investors most often compare HDCTX with DDVCX, AFVLX, TMMAX. These 20 comparison targets span 5 categories, 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.
Pair HDCTX with funds that move differently
Rational Equity Armor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDCTX.
Explore HDCTX Diversifiers