Homestead Funds Value Fund (HOVLX) belongs to the Large 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 HOVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HOVLX
HOVLX charges 0.63% annually. There are 85 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HOVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HOVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HOVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HOVLX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | HOVLX vs VVIAX |
Best Risk-Adjusted Alternatives to HOVLX
HOVLX has a PortfoliosLab risk / return rank of 81. There are 206 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HOVLX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | HOVLX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HOVLX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | HOVLX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | HOVLX vs MALVX |
Top Performing HOVLX Alternatives (YTD)
HOVLX is at 13.24% YTD. There are 216 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | HOVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | HOVLX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | HOVLX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | HOVLX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | HOVLX vs ADVGX |
Lowest Volatility Alternatives to HOVLX
HOVLX has 11.39% 1-year volatility. There are 170 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | HOVLX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HOVLX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | HOVLX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | HOVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | HOVLX vs ACIIX |
Lowest Drawdown Alternatives to HOVLX
HOVLX has a 1-year max drawdown of -8.24%. There are 235 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HOVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HOVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HOVLX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | HOVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HOVLX vs SVAIX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HSTIX, HNASX, HSCSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Stock Index Fund | Large Cap Blend Equities | 70 | 11.45% | — | Oct 1999 | HOVLX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 15 | 3.84% | — | Jan 2001 | HOVLX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 27 | 10.66% | — | Mar 1998 | HOVLX vs HSCSX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 66 | 17.08% | — | Jan 2001 | HOVLX vs HISIX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 6 | -1.02% | — | May 2019 | HOVLX vs HOIBX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 18 | -0.18% | — | Apr 1995 | HOVLX vs HOSGX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 24 | 0.04% | — | Nov 1991 | HOVLX vs HOSBX |
Often Compared With HOVLX
Investors most often compare HOVLX with PEYAX, SCHV, VTV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare HOVLX with Any Fund or Stock
Compare HOVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HOVLX with funds that move differently
Homestead Funds Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOVLX.
Explore HOVLX Diversifiers