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 152 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% | 182.70B | 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% | 7.67B | May 1997 | HDPSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | HDPSX vs VSMAX |
Best Risk-Adjusted Alternatives to HDPSX
HDPSX has a PortfoliosLab risk / return rank of 60. There are 83 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | HDPSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | HDPSX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | HDPSX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | HDPSX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | HDPSX vs GQSCX |
Top Performing HDPSX Alternatives (YTD)
HDPSX is at 28.78% YTD. There are 9 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | HDPSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | HDPSX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | HDPSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | HDPSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | HDPSX vs FTMSX |
Lowest Volatility Alternatives to HDPSX
HDPSX has 21.42% 1-year volatility. There are 163 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | HDPSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | HDPSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | HDPSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | HDPSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | HDPSX vs BOSOX |
Lowest Drawdown Alternatives to HDPSX
HDPSX has a 1-year max drawdown of -10.42%. There are 96 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% | 2.90B | Apr 2006 | HDPSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | 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 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hodges Fund | Mid Cap Blend Equities | 62 | 28.41% | — | Oct 1992 | HDPSX vs HDPMX | |
| Hodges Blue Chip Equity Income Fund | Large Cap Blend Equities | 49 | 9.83% | — | Sep 2009 | HDPSX vs HDPBX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 28 | 18.54% | — | 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