Heartland Mid Cap Value Fund (HRMDX) 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 HRMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRMDX
HRMDX charges 1.10% annually. There are 75 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | HRMDX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | HRMDX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | HRMDX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | HRMDX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | HRMDX vs VMVIX |
Best Risk-Adjusted Alternatives to HRMDX
HRMDX has a PortfoliosLab risk / return rank of 37. There are 95 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | HRMDX vs HNMVX | |
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | HRMDX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | HRMDX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | HRMDX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 92 | — | Jul 1995 | HRMDX vs FASOX |
Top Performing HRMDX Alternatives (YTD)
HRMDX is at 15.61% YTD. There are 57 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 28.77% | — | Dec 1983 | HRMDX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 28.73% | — | Jul 1995 | HRMDX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.54% | — | Sep 1996 | HRMDX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.35% | — | Aug 1986 | HRMDX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 27.96% | — | Aug 2001 | HRMDX vs FVCSX |
Lowest Volatility Alternatives to HRMDX
HRMDX has 12.93% 1-year volatility. There are 23 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.35% | 37.20B | Sep 2011 | HRMDX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.36% | — | Aug 2006 | HRMDX vs VMVIX | |
| Principal MidCap Value Fund I | 11.76% | — | Dec 2003 | HRMDX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.79% | — | Mar 2004 | HRMDX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | HRMDX vs ACMVX |
Lowest Drawdown Alternatives to HRMDX
HRMDX has a 1-year max drawdown of -9.39%. There are 56 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 | HRMDX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | HRMDX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | HRMDX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | HRMDX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | HRMDX vs HAMVX |
Other Mutual Funds from Heartland
The 2 most viewed Heartland mutual funds shown here include HRTVX, HRVIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Heartland Value Fund | Small Cap Value Equities | 91 | 24.25% | — | Dec 1984 | HRMDX vs HRTVX | |
| Heartland Value Plus Fund | Small Cap Value Equities | 64 | 21.98% | — | Oct 1993 | HRMDX vs HRVIX |
Often Compared With HRMDX
Investors most often compare HRMDX with SWPPX, 100D.L, ARFFX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HRMDX with Any Fund or Stock
Compare HRMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRMDX with funds that move differently
Heartland Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRMDX.
Explore HRMDX Diversifiers