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 a closer substitute for your current allocation.
Cheapest Alternatives to HSCSX
HSCSX charges 1.06% annually. There are 104 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | HSCSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | HSCSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | HSCSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | HSCSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | HSCSX vs TISBX |
Best Risk-Adjusted Alternatives to HSCSX
HSCSX has a PortfoliosLab risk / return rank of 23. There are 164 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | HSCSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | HSCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | HSCSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | HSCSX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | HSCSX vs RIVSX |
Top Performing HSCSX Alternatives (YTD)
HSCSX is at 8.87% YTD. There are 168 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | HSCSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | HSCSX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | HSCSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | HSCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | HSCSX vs WESCX |
Lowest Volatility Alternatives to HSCSX
HSCSX has 19.14% 1-year volatility. There are 123 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | HSCSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | HSCSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | HSCSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | HSCSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | HSCSX vs FTHNX |
Lowest Drawdown Alternatives to HSCSX
HSCSX has a 1-year max drawdown of -10.95%. There are 109 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | HSCSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | HSCSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | HSCSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | HSCSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | HSCSX vs BIAUX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HOVLX, HSTIX, HNASX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Funds Value Fund | Large Cap Value Equities | 74 | 11.99% | — | Nov 1990 | HSCSX vs HOVLX | |
| Homestead Stock Index Fund | Large Cap Blend Equities | 55 | 9.83% | — | Oct 1999 | HSCSX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 9 | 1.51% | — | Jan 2001 | HSCSX vs HNASX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 68 | 16.30% | — | Jan 2001 | HSCSX vs HISIX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 10 | -1.24% | — | May 2019 | HSCSX vs HOIBX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 24 | -0.18% | — | Apr 1995 | HSCSX vs HOSGX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 32 | 0.04% | — | Nov 1991 | HSCSX vs HOSBX |
Often Compared With HSCSX
Investors most often compare HSCSX with XSVM, DFSVX, RWJ. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HSCSX with Any Fund or Stock
Compare HSCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSCSX with funds that move differently
Homestead Small Company Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSCSX.
Explore HSCSX Diversifiers