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 a closer substitute for your current allocation.
Cheapest Alternatives to HUSIX
HUSIX charges 1.75% annually. There are 122 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 | HUSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HUSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | HUSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HUSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HUSIX vs VRTVX |
Best Risk-Adjusted Alternatives to HUSIX
HUSIX has a PortfoliosLab risk / return rank of 31. There are 100 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | HUSIX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | HUSIX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | HUSIX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | HUSIX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | HUSIX vs WSCVX |
Top Performing HUSIX Alternatives (YTD)
HUSIX is at 11.93% YTD. There are 102 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | HUSIX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | HUSIX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | HUSIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | HUSIX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | HUSIX vs QRSVX |
Lowest Volatility Alternatives to HUSIX
HUSIX has 17.79% 1-year volatility. There are 78 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | HUSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | HUSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | HUSIX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | HUSIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | HUSIX vs ARSMX |
Lowest Drawdown Alternatives to HUSIX
HUSIX has a 1-year max drawdown of -10.03%. There are 65 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 | HUSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HUSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HUSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HUSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HUSIX vs TSLTX |
Other Mutual Funds from Huber Funds
The 3 most viewed Huber Funds mutual funds shown here include HULIX, HUDIX, HUMDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Huber Select Large Cap Value Fund | Large Cap Value Equities | 28 | 5.24% | — | Jun 2007 | HUSIX vs HULIX | |
| Huber Large Cap Value Fund | Large Cap Value Equities | 47 | 5.97% | — | Dec 2012 | HUSIX vs HUDIX | |
| Huber Mid Cap Value Fund | Small Cap Value Equities | 49 | 11.65% | — | Dec 2015 | HUSIX vs HUMDX |
Often Compared With HUSIX
Investors most often compare HUSIX with XTR, DFSVX, IJR. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HUSIX with Any Fund or Stock
Compare HUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HUSIX with funds that move differently
Huber Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HUSIX.
Explore HUSIX Diversifiers