Hodges Fund (HDPMX) belongs to the Mid 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 HDPMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HDPMX
HDPMX charges 1.17% annually. There are 98 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | HDPMX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | HDPMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | HDPMX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | HDPMX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | HDPMX vs VEMPX |
Best Risk-Adjusted Alternatives to HDPMX
HDPMX has a PortfoliosLab risk / return rank of 56. There are 48 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Strategic Equity Fund | 92 | 12.20B | Aug 1995 | HDPMX vs VSEQX | |
| Paradigm Select Fund | 91 | — | Jan 2005 | HDPMX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | HDPMX vs GENIX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | HDPMX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | HDPMX vs FTHMX |
Top Performing HDPMX Alternatives (YTD)
HDPMX is at 21.87% YTD. There are 4 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | HDPMX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | HDPMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | HDPMX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | HDPMX vs TARKX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 21.73% | — | Aug 2013 | HDPMX vs FZAMX |
Lowest Volatility Alternatives to HDPMX
HDPMX has 24.42% 1-year volatility. There are 127 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | HDPMX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | HDPMX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | HDPMX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | HDPMX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | HDPMX vs RSINX |
Lowest Drawdown Alternatives to HDPMX
HDPMX has a 1-year max drawdown of -13.05%. There are 118 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | HDPMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | HDPMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | HDPMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | HDPMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | HDPMX vs DNLDX |
Other Mutual Funds from Hodges
The 3 most viewed Hodges mutual funds shown here include HDPSX, HDPBX, HDSVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hodges Small Cap Fund | Small Cap Blend Equities | 74 | 27.64% | — | Dec 2007 | HDPMX vs HDPSX | |
| Hodges Blue Chip Equity Income Fund | Dividend, Large Cap Blend Equities | 41 | 8.18% | — | Sep 2009 | HDPMX vs HDPBX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 44 | 18.32% | — | Dec 2013 | HDPMX vs HDSVX |
Often Compared With HDPMX
Investors most often compare HDPMX with SPYG, SPY, AVEMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare HDPMX with Any Fund or Stock
Compare HDPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HDPMX with funds that move differently
Hodges Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDPMX.
Explore HDPMX Diversifiers