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 a closer substitute for your current allocation.
Cheapest Alternatives to HUDIX
HUDIX charges 1.15% annually. There are 278 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HUDIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HUDIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HUDIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HUDIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HUDIX vs TILVX |
Best Risk-Adjusted Alternatives to HUDIX
HUDIX has a PortfoliosLab risk / return rank of 47. There are 215 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HUDIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HUDIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | HUDIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | HUDIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | HUDIX vs SABTX |
Top Performing HUDIX Alternatives (YTD)
HUDIX is at 5.97% YTD. There are 269 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | HUDIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | HUDIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | HUDIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | HUDIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | HUDIX vs PXTIX |
Lowest Volatility Alternatives to HUDIX
HUDIX has 11.49% 1-year volatility. There are 208 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | HUDIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HUDIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | HUDIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | HUDIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | HUDIX vs FLCCX |
Lowest Drawdown Alternatives to HUDIX
HUDIX has a 1-year max drawdown of -6.13%. There are 41 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | HUDIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HUDIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HUDIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | HUDIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HUDIX vs SVAIX |
Other Mutual Funds from Huber Funds
The 3 most viewed Huber Funds mutual funds shown here include HUSIX, HULIX, HUMDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Huber Small Cap Value Fund | Small Cap Value Equities | 31 | 11.93% | — | Jun 2007 | HUDIX vs HUSIX | |
| Huber Select Large Cap Value Fund | Large Cap Value Equities | 28 | 5.24% | — | Jun 2007 | HUDIX vs HULIX | |
| Huber Mid Cap Value Fund | Small Cap Value Equities | 49 | 11.65% | — | Dec 2015 | HUDIX vs HUMDX |
Often Compared With HUDIX
Investors most often compare HUDIX with FSPGX, VIHAX, LEIFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HUDIX with Any Fund or Stock
Compare HUDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HUDIX with funds that move differently
Huber Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HUDIX.
Explore HUDIX Diversifiers