Hodges Small Cap Fund (HDPSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HDPSX
HDPSX charges 1.36% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among HDPSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | HDPSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | HDPSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | HDPSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | HDPSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HDPSX vs VSMAX |
Best Risk-Adjusted Alternatives to HDPSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | HDPSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | HDPSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | HDPSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | HDPSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | HDPSX vs PRSVX |
Top Performing HDPSX Alternatives (YTD)
HDPSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | HDPSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | HDPSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | HDPSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | HDPSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | HDPSX vs RIVSX |
Lowest Volatility Alternatives to HDPSX
HDPSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | HDPSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | HDPSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | HDPSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | HDPSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | HDPSX vs CSMDX |
Lowest Drawdown Alternatives to HDPSX
HDPSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | HDPSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | HDPSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | HDPSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | HDPSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | HDPSX vs BOSOX |
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 Fund | Mid Cap Blend Equities | 43 | -5.28% | Oct 9, 1992 | HDPSX vs HDPMX | |
| Hodges Blue Chip Equity Income Fund | Large Cap Blend Equities | 48 | -8.39% | Sep 10, 2009 | HDPSX vs HDPBX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 20 | -0.33% | Dec 26, 2013 | HDPSX vs HDSVX |
Often Compared With HDPSX
What investors most often compare with HDPSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HDPSX vs SPY | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | HDPSX vs SPYG | |
| Fidelity Small Cap Growth K6 Fund | Small Cap Growth Equities | 35 | -5.28% | May 25, 2017 | HDPSX vs FOCSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | HDPSX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | HDPSX vs TISBX |
Compare HDPSX with Any Fund or Stock
Compare HDPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.