Homestead Small Company Stock Fund (HSCSX) Alternatives
Homestead Small Company Stock Fund (HSCSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSCSX. 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 HSCSX
HSCSX charges 1.06% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among HSCSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | HSCSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | HSCSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | HSCSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | HSCSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HSCSX vs VSMAX |
Best Risk-Adjusted Alternatives to HSCSX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | HSCSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | HSCSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | HSCSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | HSCSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | HSCSX vs PRSVX |
Top Performing HSCSX Alternatives (YTD)
HSCSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | HSCSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | HSCSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | HSCSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | HSCSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | HSCSX vs RIVSX |
Lowest Volatility Alternatives to HSCSX
HSCSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | HSCSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | HSCSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | HSCSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | HSCSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | HSCSX vs CSMDX |
Lowest Drawdown Alternatives to HSCSX
HSCSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | HSCSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | HSCSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | HSCSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | HSCSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | HSCSX vs BOSOX |
Other Mutual Funds from Homestead
Most popular Homestead mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Homestead Stock Index Fund | Large Cap Blend Equities | 43 | -7.17% | Oct 28, 1999 | HSCSX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 13 | -15.41% | Jan 22, 2001 | HSCSX vs HNASX | |
| Homestead Funds Value Fund | Large Cap Value Equities | 37 | -1.23% | Nov 19, 1990 | HSCSX vs HOVLX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 86 | -0.08% | Apr 30, 1995 | HSCSX vs HOSGX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 37 | -0.57% | Jan 21, 2001 | HSCSX vs HISIX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 85 | -0.39% | Nov 5, 1991 | HSCSX vs HOSBX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 44 | -0.49% | May 1, 2019 | HSCSX vs HOIBX |
Often Compared With HSCSX
What investors most often compare with HSCSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P SmallCap Value with Momentum ETF | Small Cap Value Equities | 62 | 6.00% | Mar 3, 2005 | HSCSX vs XSVM | |
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 57 | 4.70% | Mar 2, 1993 | HSCSX vs DFSVX | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | HSCSX vs AVUV | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 63 | -7.82% | May 4, 2005 | HSCSX vs XLG | |
| Invesco S&P SmallCap 600 Revenue ETF | Small Cap Value Equities | 62 | 3.96% | Feb 22, 2008 | HSCSX vs RWJ | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | HSCSX vs IWM | |
| Schwab U.S. Small-Cap ETF | Small Cap Growth Equities | 70 | 2.24% | Nov 3, 2009 | HSCSX vs SCHA | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | HSCSX vs BSCFX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | HSCSX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | HSCSX vs TISBX |
Compare HSCSX with Any Fund or Stock
Compare HSCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.