Heartland Value Plus Fund (HRVIX) Alternatives
Heartland Value Plus Fund (HRVIX) 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 HRVIX. 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 HRVIX
HRVIX charges 1.15% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HRVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HRVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HRVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HRVIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HRVIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HRVIX vs VSMVX |
Best Risk-Adjusted Alternatives to HRVIX
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 | HRVIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HRVIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HRVIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HRVIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HRVIX vs MMEYX |
Top Performing HRVIX Alternatives (YTD)
HRVIX 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 | HRVIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HRVIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HRVIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HRVIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HRVIX vs MMEYX |
Lowest Volatility Alternatives to HRVIX
HRVIX 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 | HRVIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HRVIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HRVIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HRVIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HRVIX vs TASCX |
Lowest Drawdown Alternatives to HRVIX
HRVIX 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 | HRVIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HRVIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HRVIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HRVIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HRVIX 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 Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | HRVIX vs HRTVX | |
| Heartland Mid Cap Value Fund | Mid Cap Value Equities | 8 | 2.35% | Oct 31, 2014 | HRVIX vs HRMDX |
Often Compared With HRVIX
What investors most often compare with HRVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HRVIX vs VOO | |
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | HRVIX vs VYM | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | HRVIX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | HRVIX vs VSCAX |
Compare HRVIX with Any Fund or Stock
Compare HRVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.