Homestead Stock Index Fund (HSTIX) Alternatives
Homestead Stock Index Fund (HSTIX) belongs to the Large 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 HSTIX. 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 HSTIX
HSTIX charges 0.50% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among HSTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | HSTIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | HSTIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | HSTIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | HSTIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | HSTIX vs SSSYX |
Best Risk-Adjusted Alternatives to HSTIX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | HSTIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | HSTIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | HSTIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | HSTIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | HSTIX vs DHAMX |
Top Performing HSTIX Alternatives (YTD)
HSTIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | HSTIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | HSTIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | HSTIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | HSTIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | HSTIX vs RCKSX |
Lowest Volatility Alternatives to HSTIX
HSTIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | HSTIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | HSTIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | HSTIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | HSTIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | HSTIX vs QUERX |
Lowest Drawdown Alternatives to HSTIX
HSTIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | HSTIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | HSTIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | HSTIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | HSTIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | HSTIX vs GQEIX |
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 Growth Fund | Large Cap Growth Equities | 13 | -15.41% | Jan 22, 2001 | HSTIX vs HNASX | |
| Homestead Funds Value Fund | Large Cap Value Equities | 37 | -1.23% | Nov 19, 1990 | HSTIX vs HOVLX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 20 | -2.68% | Mar 4, 1998 | HSTIX vs HSCSX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 86 | -0.08% | Apr 30, 1995 | HSTIX vs HOSGX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 37 | -0.57% | Jan 21, 2001 | HSTIX vs HISIX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 85 | -0.39% | Nov 5, 1991 | HSTIX vs HOSBX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 44 | -0.49% | May 1, 2019 | HSTIX vs HOIBX |
Often Compared With HSTIX
What investors most often compare with HSTIX, based on PortfoliosLab usage data.
Compare HSTIX with Any Fund or Stock
Compare HSTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.