HW Opportunities MP Fund (HOMPX) Alternatives
HW Opportunities MP Fund (HOMPX) belongs to the Mid 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 HOMPX. 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 HOMPX
HOMPX charges 0.00% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among HOMPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | HOMPX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HOMPX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | HOMPX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | HOMPX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | HOMPX vs VMVIX |
Best Risk-Adjusted Alternatives to HOMPX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | HOMPX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | HOMPX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | HOMPX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | HOMPX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | HOMPX vs VVOAX |
Top Performing HOMPX Alternatives (YTD)
HOMPX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | HOMPX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | HOMPX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | HOMPX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | HOMPX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | HOMPX vs HWMIX |
Lowest Volatility Alternatives to HOMPX
HOMPX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | HOMPX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | HOMPX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | HOMPX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | HOMPX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | HOMPX vs RSVAX |
Lowest Drawdown Alternatives to HOMPX
HOMPX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | HOMPX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | HOMPX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | HOMPX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | HOMPX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | HOMPX vs CISMX |
Other Mutual Funds from Hotchkis & Wiley
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