Homestead Funds Value Fund (HOVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HOVLX
HOVLX charges 0.63% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HOVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HOVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HOVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HOVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HOVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HOVLX vs TILVX |
Best Risk-Adjusted Alternatives to HOVLX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HOVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HOVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HOVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HOVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HOVLX vs VALAX |
Top Performing HOVLX Alternatives (YTD)
HOVLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HOVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HOVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HOVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HOVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HOVLX vs HFCVX |
Lowest Volatility Alternatives to HOVLX
HOVLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HOVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HOVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HOVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HOVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HOVLX vs ACIIX |
Lowest Drawdown Alternatives to HOVLX
HOVLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HOVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HOVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HOVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HOVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HOVLX vs PSECX |
Other Mutual Funds from Homestead
Most popular Homestead mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Homestead Stock Index Fund | Large Cap Blend Equities | 43 | -7.17% | Oct 28, 1999 | HOVLX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 13 | -15.41% | Jan 22, 2001 | HOVLX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 20 | -2.68% | Mar 4, 1998 | HOVLX vs HSCSX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 86 | -0.08% | Apr 30, 1995 | HOVLX vs HOSGX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 37 | -0.57% | Jan 21, 2001 | HOVLX vs HISIX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 85 | -0.39% | Nov 5, 1991 | HOVLX vs HOSBX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 44 | -0.49% | May 1, 2019 | HOVLX vs HOIBX |
Often Compared With HOVLX
What investors most often compare with HOVLX, 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.