Homestead Growth Fund (HNASX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HNASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HNASX
HNASX charges 0.84% annually. There are 214 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | HNASX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | HNASX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HNASX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | HNASX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | HNASX vs VRGWX |
Best Risk-Adjusted Alternatives to HNASX
HNASX has a PortfoliosLab risk / return rank of 10. There are 269 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | HNASX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | HNASX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | HNASX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | HNASX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | HNASX vs FDSSX |
Top Performing HNASX Alternatives (YTD)
HNASX is at 1.23% YTD. There are 285 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | HNASX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | HNASX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | HNASX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | HNASX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | HNASX vs VPMCX |
Lowest Volatility Alternatives to HNASX
HNASX has 17.79% 1-year volatility. There are 240 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | HNASX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | HNASX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | HNASX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | HNASX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | HNASX vs GQEPX |
Lowest Drawdown Alternatives to HNASX
HNASX has a 1-year max drawdown of -18.90%. There are 364 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HNASX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HNASX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HNASX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HNASX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HNASX vs DNVYX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HOVLX, HSTIX, HSCSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Funds Value Fund | Large Cap Value Equities | 74 | 11.58% | — | Nov 1990 | HNASX vs HOVLX | |
| Homestead Stock Index Fund | Large Cap Blend Equities | 57 | 9.05% | — | Oct 1999 | HNASX vs HSTIX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 20 | 8.30% | — | Mar 1998 | HNASX vs HSCSX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 71 | 16.69% | — | Jan 2001 | HNASX vs HISIX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 36 | 0.02% | — | Apr 1995 | HNASX vs HOSGX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 15 | -0.80% | — | May 2019 | HNASX vs HOIBX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 42 | 0.04% | — | Nov 1991 | HNASX vs HOSBX |
Often Compared With HNASX
Investors most often compare HNASX with FELG, SCHG, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare HNASX with Any Fund or Stock
Compare HNASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HNASX with funds that move differently
Homestead Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HNASX.
Explore HNASX Diversifiers