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 281 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HDCTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HDCTX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HDCTX vs TILVX |
Best Risk-Adjusted Alternatives to HDCTX
HDCTX has a PortfoliosLab risk / return rank of 41. There are 255 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | HDCTX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HDCTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | HDCTX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | HDCTX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | HDCTX vs BBISX |
Top Performing HDCTX Alternatives (YTD)
HDCTX is at 7.54% YTD. There are 282 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | HDCTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | HDCTX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | HDCTX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | HDCTX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | HDCTX vs PXTIX |
Lowest Volatility Alternatives to HDCTX
HDCTX has 9.53% 1-year volatility. There are 21 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 | HDCTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HDCTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HDCTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HDCTX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | HDCTX vs TMMAX |
Lowest Drawdown Alternatives to HDCTX
HDCTX has a 1-year max drawdown of -6.95%. There are 115 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 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 | Macro Trading | 78 | 11.95% | — | Sep 2016 | HDCTX vs RDMIX | |
| Rational Special Situations Income Fund | Multisector Bonds | 98 | 1.97% | — | Jul 2019 | HDCTX vs RFXIX | |
| Rational Tactical Return Fund | Options Trading | 64 | 5.97% | — | Apr 2007 | HDCTX vs HRSTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 51 | 10.20% | — | Dec 2019 | HDCTX vs PBXIX |
Often Compared With HDCTX
Investors most often compare HDCTX with DDVCX, AFVLX, VEIPX. These 20 comparison targets span 4 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