Huber Mid Cap Value Fund (HUMDX) belongs to the Small 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 HUMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HUMDX
HUMDX charges 1.40% annually. There are 108 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | HUMDX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HUMDX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | HUMDX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HUMDX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HUMDX vs VRTVX |
Best Risk-Adjusted Alternatives to HUMDX
HUMDX has a PortfoliosLab risk / return rank of 40. There are 78 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | HUMDX vs AVALX | |
| Invesco Small Cap Value Fund | 86 | — | Jun 1999 | HUMDX vs VSCAX | |
| Victory Integrity Discovery Fund | 84 | — | Dec 1996 | HUMDX vs MMEYX | |
| Transamerica Small Cap Value | 82 | — | Jan 2003 | HUMDX vs TSLTX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 79 | — | Jun 2002 | HUMDX vs QRSVX |
Top Performing HUMDX Alternatives (YTD)
HUMDX is at 9.56% YTD. There are 110 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 30.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 30.74% | — | Jun 1999 | HUMDX vs VSCAX | |
| Victory Integrity Discovery Fund | 28.11% | — | Dec 1996 | HUMDX vs MMEYX | |
| Royce Opportunity Fund | 27.87% | — | Nov 1996 | HUMDX vs RYPNX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 24.66% | — | Jun 2002 | HUMDX vs QRSVX | |
| First Eagle Small Cap Opportunity Fund | 24.63% | — | Apr 2021 | HUMDX vs FESCX |
Lowest Volatility Alternatives to HUMDX
HUMDX has 15.87% 1-year volatility. There are 20 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.92% | — | Sep 2017 | HUMDX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.21% | — | Apr 2019 | HUMDX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.29% | — | Apr 1997 | HUMDX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.36% | — | Mar 2007 | HUMDX vs ARSMX | |
| VELA Small Cap Fund | 14.40% | — | Sep 2020 | HUMDX vs VESMX |
Lowest Drawdown Alternatives to HUMDX
HUMDX has a 1-year max drawdown of -10.87%. There are 91 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | HUMDX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HUMDX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HUMDX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HUMDX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HUMDX vs TSLTX |
Other Mutual Funds from Huber Funds
The 3 most viewed Huber Funds mutual funds shown here include HUSIX, HULIX, HUDIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Huber Small Cap Value Fund | Small Cap Value Equities | 22 | 9.42% | — | Jun 2007 | HUMDX vs HUSIX | |
| Huber Select Large Cap Value Fund | Large Cap Value Equities | 22 | 4.05% | — | Jun 2007 | HUMDX vs HULIX | |
| Huber Large Cap Value Fund | Large Cap Value Equities | 41 | 5.13% | — | Dec 2012 | HUMDX vs HUDIX |
Often Compared With HUMDX
Investors most often compare HUMDX with JMCRX, NSDVX, BRSIX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare HUMDX with Any Fund or Stock
Compare HUMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HUMDX with funds that move differently
Huber Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HUMDX.
Explore HUMDX Diversifiers