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 288 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% | 4.70B | Dec 2017 | HVEIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HVEIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | HVEIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | HVEIX vs VRGWX |
Best Risk-Adjusted Alternatives to HVEIX
HVEIX has a PortfoliosLab risk / return rank of 32. There are 60 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 89 | — | Feb 1969 | HVEIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 84 | 96.10B | Nov 1984 | HVEIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 77 | — | Jan 2007 | HVEIX vs CHAIX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 77 | — | May 2008 | HVEIX vs FSSKX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 76 | 32.70B | Nov 2001 | HVEIX vs VHCAX |
Top Performing HVEIX Alternatives (YTD)
HVEIX is at 5.95% YTD. There are 91 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 25.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 25.42% | — | Oct 2002 | HVEIX vs IOLZX | |
| Chase Growth Fund | 19.37% | — | Dec 1997 | HVEIX vs CHASX | |
| Chase Growth Fund Institutional Class | 19.29% | — | Jan 2007 | HVEIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 17.40% | — | Feb 2004 | HVEIX vs GTLLX | |
| Vanguard PRIMECAP Fund Investor Shares | 17.18% | 96.10B | Nov 1984 | HVEIX vs VPMCX |
Lowest Volatility Alternatives to HVEIX
HVEIX has 14.12% 1-year volatility. There are 57 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.78% | — | Sep 2019 | HVEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.92% | — | Jan 2005 | HVEIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | HVEIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.32% | — | Dec 2015 | HVEIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | HVEIX vs GQEPX |
Lowest Drawdown Alternatives to HVEIX
HVEIX has a 1-year max drawdown of -11.43%. There are 81 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, ONERX, TVRIX. 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