Hodges Small Intrinsic Value Fund (HDSVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HDSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HDSVX
HDSVX charges 1.29% annually. There are 101 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | HDSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HDSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | HDSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HDSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HDSVX vs VSMVX |
Best Risk-Adjusted Alternatives to HDSVX
HDSVX has a PortfoliosLab risk / return rank of 33. There are 104 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | HDSVX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | HDSVX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | HDSVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 88 | — | Apr 2006 | HDSVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | HDSVX vs TASCX |
Top Performing HDSVX Alternatives (YTD)
HDSVX is at 19.35% YTD. There are 64 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.15% | — | Dec 1996 | HDSVX vs MMEYX | |
| Royce Opportunity Fund | 29.76% | — | Nov 1996 | HDSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.17% | — | Apr 2021 | HDSVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.26% | — | Jun 1999 | HDSVX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.59% | — | Oct 2018 | HDSVX vs FIKNX |
Lowest Volatility Alternatives to HDSVX
HDSVX has 20.22% 1-year volatility. There are 117 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | HDSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | HDSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | HDSVX vs TASCX | |
| VELA Small Cap Fund | 14.25% | — | Sep 2020 | HDSVX vs VESMX | |
| Royce Special Equity Fund | 14.26% | — | May 1998 | HDSVX vs RYSEX |
Lowest Drawdown Alternatives to HDSVX
HDSVX has a 1-year max drawdown of -11.90%. There are 102 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | HDSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HDSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HDSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HDSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HDSVX vs TSLTX |
Other Mutual Funds from Hodges
The 3 most viewed Hodges mutual funds shown here include HDPMX, HDPSX, HDPBX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hodges Fund | Mid Cap Blend Equities | 60 | 26.73% | — | Oct 1992 | HDSVX vs HDPMX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 62 | 28.19% | — | Dec 2007 | HDSVX vs HDPSX | |
| Hodges Blue Chip Equity Income Fund | Large Cap Blend Equities | 42 | 8.07% | — | Sep 2009 | HDSVX vs HDPBX |
Often Compared With HDSVX
Investors most often compare HDSVX with NSDVX, HWSIX, BRSIX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare HDSVX with Any Fund or Stock
Compare HDSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HDSVX with funds that move differently
Hodges Small Intrinsic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HDSVX.
Explore HDSVX Diversifiers