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 287 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | HVEIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HVEIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | HVEIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | HVEIX vs TILIX |
Best Risk-Adjusted Alternatives to HVEIX
HVEIX has a PortfoliosLab risk / return rank of 45. There are 106 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | HVEIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | HVEIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | HVEIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | HVEIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | HVEIX vs POGRX |
Top Performing HVEIX Alternatives (YTD)
HVEIX is at 8.96% YTD. There are 221 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | HVEIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | HVEIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | HVEIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | HVEIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | HVEIX vs FOKFX |
Lowest Volatility Alternatives to HVEIX
HVEIX has 13.50% 1-year volatility. There are 78 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | HVEIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | HVEIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | HVEIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | HVEIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | HVEIX vs AWYIX |
Lowest Drawdown Alternatives to HVEIX
HVEIX has a 1-year max drawdown of -11.43%. There are 86 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | HVEIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HVEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HVEIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | HVEIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HVEIX vs AQEIX |
Often Compared With HVEIX
Investors most often compare HVEIX with QQQ, TVRIX, GXXIX. These 20 comparison targets span 3 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