Heartland Mid Cap Value Fund (HRMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HRMDX
HRMDX charges 1.10% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among HRMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | HRMDX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HRMDX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | HRMDX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | HRMDX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | HRMDX vs VMVIX |
Best Risk-Adjusted Alternatives to HRMDX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | HRMDX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | HRMDX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | HRMDX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | HRMDX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | HRMDX vs VVOAX |
Top Performing HRMDX Alternatives (YTD)
HRMDX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | HRMDX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | HRMDX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | HRMDX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | HRMDX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | HRMDX vs HWMIX |
Lowest Volatility Alternatives to HRMDX
HRMDX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | HRMDX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | HRMDX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | HRMDX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | HRMDX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | HRMDX vs RSVAX |
Lowest Drawdown Alternatives to HRMDX
HRMDX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | HRMDX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | HRMDX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | HRMDX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | HRMDX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | HRMDX vs CISMX |
Other Mutual Funds from Heartland
Most popular Heartland mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | HRMDX vs HRTVX | |
| Heartland Value Plus Fund | Small Cap Value Equities | 22 | 2.25% | Oct 26, 1993 | HRMDX vs HRVIX |
Often Compared With HRMDX
What investors most often compare with HRMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | HRMDX vs SWPPX | |
| Amundi FTSE 100 UCITS ETF | Europe Equities | 84 | 3.54% | Sep 24, 2021 | HRMDX vs 100D.L | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | HRMDX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | HRMDX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | HRMDX vs CIMDX |
Compare HRMDX with Any Fund or Stock
Compare HRMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.