Heartland Value Fund (HRTVX) Alternatives
Heartland Value Fund (HRTVX) belongs to the Small 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 HRTVX. 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 HRTVX
HRTVX charges 1.04% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HRTVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HRTVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HRTVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HRTVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HRTVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HRTVX vs VSMVX |
Best Risk-Adjusted Alternatives to HRTVX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HRTVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HRTVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HRTVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HRTVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HRTVX vs MMEYX |
Top Performing HRTVX Alternatives (YTD)
HRTVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | HRTVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HRTVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HRTVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HRTVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HRTVX vs MMEYX |
Lowest Volatility Alternatives to HRTVX
HRTVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | HRTVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HRTVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HRTVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HRTVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HRTVX vs TASCX |
Lowest Drawdown Alternatives to HRTVX
HRTVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | HRTVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HRTVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HRTVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HRTVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HRTVX vs JMCRX |
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 Plus Fund | Small Cap Value Equities | 22 | 2.25% | Oct 26, 1993 | HRTVX vs HRVIX | |
| Heartland Mid Cap Value Fund | Mid Cap Value Equities | 8 | 2.35% | Oct 31, 2014 | HRTVX vs HRMDX |
Often Compared With HRTVX
What investors most often compare with HRTVX, based on PortfoliosLab usage data.
Compare HRTVX with Any Fund or Stock
Compare HRTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.