HVIA Equity Fund (HVEIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HVEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HVEIX
HVEIX charges 0.99% annually. There are 284 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | HVEIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HVEIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | HVEIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | HVEIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | HVEIX vs VIGAX |
Best Risk-Adjusted Alternatives to HVEIX
HVEIX has a PortfoliosLab risk / return rank of 38. There are 100 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | HVEIX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | HVEIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | HVEIX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | HVEIX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | HVEIX vs CHAIX |
Top Performing HVEIX Alternatives (YTD)
HVEIX is at 8.74% YTD. There are 156 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | HVEIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | HVEIX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | HVEIX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | HVEIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | HVEIX vs FUMIX |
Lowest Volatility Alternatives to HVEIX
HVEIX has 14.00% 1-year volatility. There are 64 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | HVEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | HVEIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | HVEIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | HVEIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | HVEIX vs BLUEX |
Lowest Drawdown Alternatives to HVEIX
HVEIX has a 1-year max drawdown of -11.43%. There are 83 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HVEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HVEIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HVEIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HVEIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HVEIX vs DNVYX |
Often Compared With HVEIX
Investors most often compare HVEIX with QQQ, TVRIX, GXXIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare HVEIX with Any Fund or Stock
Compare HVEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HVEIX with funds that move differently
HVIA Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HVEIX.
Explore HVEIX Diversifiers