Hodges Fund (HDPMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HDPMX
HDPMX charges 1.17% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among HDPMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | HDPMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | HDPMX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | HDPMX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | HDPMX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | HDPMX vs VMCIX |
Best Risk-Adjusted Alternatives to HDPMX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | HDPMX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | HDPMX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | HDPMX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | HDPMX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | HDPMX vs BIGTX |
Top Performing HDPMX Alternatives (YTD)
HDPMX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | HDPMX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | HDPMX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | HDPMX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | HDPMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | HDPMX vs FTSIX |
Lowest Volatility Alternatives to HDPMX
HDPMX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | HDPMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | HDPMX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | HDPMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | HDPMX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | HDPMX vs GABVX |
Lowest Drawdown Alternatives to HDPMX
HDPMX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | HDPMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | HDPMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | HDPMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | HDPMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | HDPMX vs KMVAX |
Other Mutual Funds from Hodges
Most popular Hodges mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hodges Blue Chip Equity Income Fund | Large Cap Blend Equities | 48 | -8.39% | Sep 10, 2009 | HDPMX vs HDPBX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 34 | 1.99% | Dec 18, 2007 | HDPMX vs HDPSX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 20 | -0.33% | Dec 26, 2013 | HDPMX vs HDSVX |
Often Compared With HDPMX
What investors most often compare with HDPMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | HDPMX vs SPYG | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | HDPMX vs VTI | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HDPMX vs SPY | |
| Needham Aggressive Growth Fund | Small Cap Growth Equities | 90 | 7.27% | Sep 4, 2001 | HDPMX vs NEAGX |
Compare HDPMX with Any Fund or Stock
Compare HDPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.