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 a closer substitute for your current allocation.
Cheapest Alternatives to HOMPX
HOMPX charges 0.00% annually. No mutual funds in the Mid Cap Value Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | HOMPX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | HOMPX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | HOMPX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | HOMPX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | HOMPX vs VMVIX |
Best Risk-Adjusted Alternatives to HOMPX
HOMPX has a PortfoliosLab risk / return rank of 38. There are 65 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | HOMPX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | HOMPX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | HOMPX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | HOMPX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | HOMPX vs NCBVX |
Top Performing HOMPX Alternatives (YTD)
HOMPX is at 14.30% YTD. There are 46 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | HOMPX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | HOMPX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | HOMPX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | HOMPX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | HOMPX vs FASOX |
Lowest Volatility Alternatives to HOMPX
HOMPX has 15.00% 1-year volatility. There are 67 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | HOMPX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | HOMPX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | HOMPX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | HOMPX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | HOMPX vs ACLAX |
Lowest Drawdown Alternatives to HOMPX
HOMPX has a 1-year max drawdown of -9.67%. There are 69 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | HOMPX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | HOMPX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | HOMPX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | HOMPX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | HOMPX vs FRNKX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 22 | 5.16% | — | Dec 2002 | HOMPX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 37 | 0.92% | — | Mar 2009 | HOMPX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 49 | 15.76% | — | Jun 2014 | HOMPX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 44 | 11.07% | — | Jan 1997 | HOMPX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 32 | 15.23% | — | Sep 1985 | HOMPX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 32 | 15.10% | — | Jun 2000 | HOMPX vs HWSAX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 49 | 5.16% | — | Jun 1987 | HOMPX vs HWLIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 49 | 9.76% | — | Jun 2020 | HOMPX vs HWTIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 27 | 4.97% | — | Dec 2012 | HOMPX vs HWGIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 42 | 5.13% | — | Aug 2004 | HOMPX vs HWCIX |
Often Compared With HOMPX
Investors most often compare HOMPX with ARFFX, TCVIX, HWNIX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HOMPX with Any Fund or Stock
Compare HOMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HOMPX with funds that move differently
HW Opportunities MP Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOMPX.
Explore HOMPX Diversifiers