Carillon Eagle Growth & Income Fund (HRCVX) Alternatives
Carillon Eagle Growth & Income Fund (HRCVX) 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 HRCVX. 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 HRCVX
HRCVX charges 0.96% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HRCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HRCVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HRCVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HRCVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HRCVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HRCVX vs VVIAX |
Best Risk-Adjusted Alternatives to HRCVX
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 | HRCVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HRCVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HRCVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HRCVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HRCVX vs VALAX |
Top Performing HRCVX Alternatives (YTD)
HRCVX 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 | HRCVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HRCVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HRCVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HRCVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HRCVX vs HFCVX |
Lowest Volatility Alternatives to HRCVX
HRCVX 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 | HRCVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HRCVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HRCVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HRCVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HRCVX vs ACIIX |
Lowest Drawdown Alternatives to HRCVX
HRCVX 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 | HRCVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HRCVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HRCVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HRCVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HRCVX vs PSECX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | HRCVX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | HRCVX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | HRCVX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | HRCVX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | HRCVX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | HRCVX vs SCPZX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | HRCVX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | HRCVX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | HRCVX vs SUBFX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.22% | May 7, 1993 | HRCVX vs HRSCX |
Often Compared With HRCVX
What investors most often compare with HRCVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 49 | -4.34% | Sep 15, 2005 | HRCVX vs DFEOX | |
| Vanguard Dividend Growth Fund | Large Cap Blend Equities, Dividend | 10 | -6.99% | May 15, 1992 | HRCVX vs VDIGX | |
| American Beacon International Equity Fund | Foreign Large Cap Equities | 57 | -3.69% | Aug 6, 1991 | HRCVX vs AAIEX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | HRCVX vs FXAIX | |
| Columbia Balanced Fund | Diversified Portfolio | 46 | -5.35% | Sep 30, 1991 | HRCVX vs CBALX | |
| Chartwell Mid Cap Value Fund | Mid Cap Value Equities | 27 | -1.38% | May 1, 2002 | HRCVX vs BERCX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | -0.40% | Jul 15, 2014 | HRCVX vs CWFIX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | HRCVX vs TILVX | |
| Chartwell Income Fund | Diversified Portfolio | 96 | 3.53% | Sep 2, 1987 | HRCVX vs BERIX |
Compare HRCVX with Any Fund or Stock
Compare HRCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.