Hodges Blue Chip Equity Income Fund (HDPBX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HDPBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HDPBX
HDPBX charges 1.30% annually. There are 367 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HDPBX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HDPBX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HDPBX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HDPBX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | HDPBX vs WBREOX |
Best Risk-Adjusted Alternatives to HDPBX
HDPBX has a PortfoliosLab risk / return rank of 46. There are 233 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | HDPBX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | HDPBX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | HDPBX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | HDPBX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | HDPBX vs VPMAX |
Top Performing HDPBX Alternatives (YTD)
HDPBX is at 8.89% YTD. There are 260 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | HDPBX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | HDPBX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | HDPBX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | HDPBX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | HDPBX vs VPMAX |
Lowest Volatility Alternatives to HDPBX
HDPBX has 14.02% 1-year volatility. There are 322 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | HDPBX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | HDPBX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | HDPBX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | HDPBX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | HDPBX vs JEPIX |
Lowest Drawdown Alternatives to HDPBX
HDPBX has a 1-year max drawdown of -12.48%. There are 364 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | HDPBX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HDPBX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HDPBX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HDPBX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HDPBX vs QUERX |
Other Mutual Funds from Hodges
The 3 most viewed Hodges mutual funds shown here include HDPMX, HDPSX, HDSVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hodges Fund | Mid Cap Blend Equities | 61 | 26.39% | — | Oct 1992 | HDPBX vs HDPMX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 61 | 27.49% | — | Dec 2007 | HDPBX vs HDPSX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 31 | 18.37% | — | Dec 2013 | HDPBX vs HDSVX |
Often Compared With HDPBX
Investors most often compare HDPBX with XMMO, SPYG, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HDPBX with Any Fund or Stock
Compare HDPBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HDPBX with funds that move differently
Hodges Blue Chip Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDPBX.
Explore HDPBX Diversifiers