Huber Large Cap Value Fund (HUDIX) Alternatives
Huber Large Cap Value Fund (HUDIX) belongs to the Large 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 HUDIX. 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 HUDIX
HUDIX charges 1.15% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HUDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HUDIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HUDIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HUDIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HUDIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HUDIX vs TILVX |
Best Risk-Adjusted Alternatives to HUDIX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HUDIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HUDIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HUDIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HUDIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HUDIX vs VALAX |
Top Performing HUDIX Alternatives (YTD)
HUDIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HUDIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HUDIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HUDIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HUDIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HUDIX vs HFCVX |
Lowest Volatility Alternatives to HUDIX
HUDIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HUDIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HUDIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HUDIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HUDIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HUDIX vs ACIIX |
Lowest Drawdown Alternatives to HUDIX
HUDIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HUDIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HUDIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HUDIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HUDIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HUDIX vs PSECX |
Other Mutual Funds from Huber Funds
Most popular Huber Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Huber Select Large Cap Value Fund | Large Cap Value Equities | 20 | -2.21% | Jun 29, 2007 | HUDIX vs HULIX | |
| Huber Small Cap Value Fund | Small Cap Value Equities | 28 | -0.07% | Jun 29, 2007 | HUDIX vs HUSIX | |
| Huber Mid Cap Value Fund | Small Cap Value Equities | 34 | 0.34% | Dec 31, 2015 | HUDIX vs HUMDX |
Often Compared With HUDIX
What investors most often compare with HUDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | HUDIX vs FSPGX |
Compare HUDIX with Any Fund or Stock
Compare HUDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.