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 a closer substitute for your current allocation.
Cheapest Alternatives to HRCVX
HRCVX charges 0.96% annually. There are 229 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 | HRCVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HRCVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HRCVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HRCVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HRCVX vs TILVX |
Best Risk-Adjusted Alternatives to HRCVX
HRCVX has a PortfoliosLab risk / return rank of 61. There are 170 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HRCVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HRCVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | HRCVX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | HRCVX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | HRCVX vs AVLVX |
Top Performing HRCVX Alternatives (YTD)
HRCVX is at 9.53% YTD. There are 165 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | HRCVX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | HRCVX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | HRCVX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | HRCVX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | HRCVX vs NPRTX |
Lowest Volatility Alternatives to HRCVX
HRCVX has 10.57% 1-year volatility. There are 86 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | HRCVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | HRCVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | HRCVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | HRCVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | HRCVX vs TMMAX |
Lowest Drawdown Alternatives to HRCVX
HRCVX has a 1-year max drawdown of -7.12%. There are 139 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 | HRCVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HRCVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HRCVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HRCVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HRCVX vs SVAIX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 36 | 6.00% | — | Dec 1985 | HRCVX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 57 | 2.36% | — | Sep 1987 | HRCVX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 54 | 15.02% | — | Oct 2006 | HRCVX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 9.07% | — | Aug 1998 | HRCVX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 90 | 25.12% | — | Feb 2013 | HRCVX vs EISIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 34 | 0.63% | — | Sep 2011 | HRCVX vs SUBFX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | 0.78% | — | Nov 1996 | HRCVX vs SCPZX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 96 | 1.61% | — | Jul 2014 | HRCVX vs CWFIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 86 | 35.95% | — | Jun 2017 | HRCVX vs CWSGX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 64 | 23.79% | — | May 1993 | HRCVX vs HRSCX |
Often Compared With HRCVX
Investors most often compare HRCVX with DFEOX, AAIEX, VDIGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare HRCVX with Any Fund or Stock
Compare HRCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRCVX with funds that move differently
Carillon Eagle Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRCVX.
Explore HRCVX Diversifiers