Huber Small Cap Value Fund (HUSIX) Alternatives
Huber Small Cap Value Fund (HUSIX) 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 HUSIX. 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 HUSIX
HUSIX charges 1.75% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HUSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HUSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HUSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HUSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HUSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HUSIX vs VSMVX |
Best Risk-Adjusted Alternatives to HUSIX
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 | HUSIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HUSIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HUSIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HUSIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HUSIX vs MMEYX |
Top Performing HUSIX Alternatives (YTD)
HUSIX 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 | HUSIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HUSIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HUSIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HUSIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HUSIX vs MMEYX |
Lowest Volatility Alternatives to HUSIX
HUSIX 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 | HUSIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HUSIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HUSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HUSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HUSIX vs TASCX |
Lowest Drawdown Alternatives to HUSIX
HUSIX 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 | HUSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HUSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HUSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HUSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HUSIX 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 | HUSIX vs HULIX | |
| Huber Large Cap Value Fund | Large Cap Value Equities | 27 | -2.76% | Dec 31, 2012 | HUSIX vs HUDIX | |
| Huber Mid Cap Value Fund | Small Cap Value Equities | 34 | 0.34% | Dec 31, 2015 | HUSIX vs HUMDX |
Often Compared With HUSIX
What investors most often compare with HUSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ancora MicroCap Fund | Small Cap Value Equities | — | — | Sep 2, 2008 | HUSIX vs ANCIX | |
| Global X S&P 500 Tail Risk ETF | Equity Hedged, S&P 500 | 61 | -5.02% | Aug 25, 2021 | HUSIX vs XTR | |
| iShares Core S&P Small-Cap ETF | Small Cap Blend Equities | 58 | 3.60% | May 22, 2000 | HUSIX vs IJR | |
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 57 | 4.70% | Mar 2, 1993 | HUSIX vs DFSVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | HUSIX vs PRVIX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | HUSIX vs HRTVX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | HUSIX vs USBNX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | HUSIX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | HUSIX vs VSCAX |
Compare HUSIX with Any Fund or Stock
Compare HUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.