Huber Mid Cap Value Fund (HUMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HUMDX
HUMDX charges 1.40% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HUMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HUMDX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HUMDX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HUMDX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HUMDX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HUMDX vs VSMVX |
Best Risk-Adjusted Alternatives to HUMDX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HUMDX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HUMDX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HUMDX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HUMDX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HUMDX vs MMEYX |
Top Performing HUMDX Alternatives (YTD)
HUMDX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | HUMDX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HUMDX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HUMDX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HUMDX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HUMDX vs MMEYX |
Lowest Volatility Alternatives to HUMDX
HUMDX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | HUMDX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HUMDX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HUMDX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HUMDX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HUMDX vs TASCX |
Lowest Drawdown Alternatives to HUMDX
HUMDX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | HUMDX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HUMDX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HUMDX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HUMDX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HUMDX vs JMCRX |
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 | HUMDX vs HULIX | |
| Huber Small Cap Value Fund | Small Cap Value Equities | 28 | -0.07% | Jun 29, 2007 | HUMDX vs HUSIX | |
| Huber Large Cap Value Fund | Large Cap Value Equities | 27 | -2.76% | Dec 31, 2012 | HUMDX vs HUDIX |
Often Compared With HUMDX
What investors most often compare with HUMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | HUMDX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | HUMDX vs VSCAX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | HUMDX vs HRTVX |
Compare HUMDX with Any Fund or Stock
Compare HUMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.