Hodges Small Cap Fund (HDPSX) belongs to the Small 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 HDPSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HDPSX
HDPSX charges 1.36% annually. There are 153 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | HDPSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | HDPSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | HDPSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | HDPSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | HDPSX vs TISBX |
Best Risk-Adjusted Alternatives to HDPSX
HDPSX has a PortfoliosLab risk / return rank of 72. There are 89 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | HDPSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | HDPSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | HDPSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | HDPSX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | HDPSX vs AUERX |
Top Performing HDPSX Alternatives (YTD)
HDPSX is at 27.34% YTD. There are 6 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | HDPSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | HDPSX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | HDPSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | HDPSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | HDPSX vs WESCX |
Lowest Volatility Alternatives to HDPSX
HDPSX has 21.45% 1-year volatility. There are 166 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | HDPSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | HDPSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | HDPSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | HDPSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | HDPSX vs FTHNX |
Lowest Drawdown Alternatives to HDPSX
HDPSX has a 1-year max drawdown of -10.42%. There are 97 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | HDPSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | HDPSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | HDPSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | HDPSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | HDPSX vs SSCDX |
Other Mutual Funds from Hodges
The 3 most viewed Hodges mutual funds shown here include HDPMX, HDPBX, HDSVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hodges Fund | Mid Cap Blend Equities | 59 | 22.63% | — | Oct 1992 | HDPSX vs HDPMX | |
| Hodges Blue Chip Equity Income Fund | Dividend, Large Cap Blend Equities | 46 | 8.10% | — | Sep 2009 | HDPSX vs HDPBX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 43 | 18.16% | — | Dec 2013 | HDPSX vs HDSVX |
Often Compared With HDPSX
Investors most often compare HDPSX with SPY, SPYG, FOCSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HDPSX with Any Fund or Stock
Compare HDPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HDPSX with funds that move differently
Hodges Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDPSX.
Explore HDPSX Diversifiers