Hodges Small Intrinsic Value Fund (HDSVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HDSVX
HDSVX charges 1.29% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HDSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HDSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HDSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HDSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HDSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HDSVX vs VSMVX |
Best Risk-Adjusted Alternatives to HDSVX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HDSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HDSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HDSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HDSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HDSVX vs MMEYX |
Top Performing HDSVX Alternatives (YTD)
HDSVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | HDSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HDSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HDSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HDSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HDSVX vs MMEYX |
Lowest Volatility Alternatives to HDSVX
HDSVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | HDSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HDSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HDSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HDSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HDSVX vs TASCX |
Lowest Drawdown Alternatives to HDSVX
HDSVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | HDSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HDSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HDSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HDSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HDSVX vs JMCRX |
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 | HDSVX vs HDPMX | |
| Hodges Blue Chip Equity Income Fund | Large Cap Blend Equities | 48 | -8.39% | Sep 10, 2009 | HDSVX vs HDPBX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 34 | 1.99% | Dec 18, 2007 | HDSVX vs HDPSX |
Compare HDSVX with Any Fund or Stock
Compare HDSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.