HCM Tactical Growth Fund (HCMDX) Alternatives
HCM Tactical Growth Fund (HCMDX) 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 HCMDX. 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 HCMDX
HCMDX charges 2.84% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among HCMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | HCMDX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | HCMDX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | HCMDX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | HCMDX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HCMDX vs VIGAX |
Best Risk-Adjusted Alternatives to HCMDX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | HCMDX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | HCMDX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | HCMDX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | HCMDX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | HCMDX vs VTMGX |
Top Performing HCMDX Alternatives (YTD)
HCMDX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | HCMDX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | HCMDX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | HCMDX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | HCMDX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | HCMDX vs AMRGX |
Lowest Volatility Alternatives to HCMDX
HCMDX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | HCMDX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | HCMDX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | HCMDX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | HCMDX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | HCMDX vs PROVX |
Lowest Drawdown Alternatives to HCMDX
HCMDX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | HCMDX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | HCMDX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | HCMDX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | HCMDX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | HCMDX vs BBLIX |
Other Mutual Funds from Howard Capital Management
Most popular Howard Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| HCM Dividend Sector Plus Fund | Large Cap Value Equities | 60 | -5.93% | Mar 10, 2015 | HCMDX vs HCMPX | |
| HCM Income Plus Fund | Diversified Portfolio | 45 | -8.02% | Nov 8, 2016 | HCMDX vs HCMKX |
Often Compared With HCMDX
What investors most often compare with HCMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Victoryshares Westend U.S. Sector ETF | Large Cap Blend Equities | 58 | -5.81% | Oct 11, 2022 | HCMDX vs MODL | |
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | HCMDX vs SPHD | |
| HCM Defender 500 Index ETF | Large Cap Blend Equities | 59 | -8.09% | Oct 10, 2019 | HCMDX vs LGH | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HCMDX vs SPY | |
| Direxion HCM Tactical Enhanced U.S. Equity Strateg... | Large Cap Blend Equities | 33 | -8.58% | Jun 21, 2023 | HCMDX vs HCMT | |
| Bitwise Bitcoin Strategy Optimum Roll ETF | Cryptocurrency | 6 | -0.11% | Mar 20, 2023 | HCMDX vs BITC | |
| Amplify CWP Enhanced Dividend Income ETF | Derivative Income | 80 | 2.01% | Dec 13, 2016 | HCMDX vs DIVO | |
| iShares U.S. Technology ETF | Technology Equities | 66 | -9.11% | May 19, 2000 | HCMDX vs IYW | |
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50 | -20.81% | Feb 9, 2010 | HCMDX vs TQQQ | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | HCMDX vs QQQ |
Compare HCMDX with Any Fund or Stock
Compare HCMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.