HCM Dividend Sector Plus Fund (HCMPX) Alternatives
HCM Dividend Sector Plus Fund (HCMPX) belongs to the Large 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 HCMPX. 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 HCMPX
HCMPX charges 2.38% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HCMPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HCMPX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HCMPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HCMPX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HCMPX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HCMPX vs TILVX |
Best Risk-Adjusted Alternatives to HCMPX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HCMPX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HCMPX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HCMPX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HCMPX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HCMPX vs VALAX |
Top Performing HCMPX Alternatives (YTD)
HCMPX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HCMPX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HCMPX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HCMPX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HCMPX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HCMPX vs HFCVX |
Lowest Volatility Alternatives to HCMPX
HCMPX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HCMPX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HCMPX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HCMPX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HCMPX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HCMPX vs ACIIX |
Lowest Drawdown Alternatives to HCMPX
HCMPX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HCMPX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HCMPX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HCMPX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HCMPX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HCMPX vs PSECX |
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 Tactical Growth Fund | Large Cap Growth Equities | 38 | -11.97% | Jul 30, 2014 | HCMPX vs HCMDX | |
| HCM Income Plus Fund | Diversified Portfolio | 45 | -8.02% | Nov 8, 2016 | HCMPX vs HCMKX |
Often Compared With HCMPX
What investors most often compare with HCMPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | HCMPX vs SPHD | |
| Direxion HCM Tactical Enhanced U.S. Equity Strateg... | Large Cap Blend Equities | 33 | -8.58% | Jun 21, 2023 | HCMPX vs HCMT | |
| WisdomTree U.S. Quality Growth Fund | Large Cap Growth Equities | 57 | -8.93% | Dec 15, 2022 | HCMPX vs QGRW | |
| WisdomTree U.S. Dividend Growth Fund | Large Cap Growth Equities, Dividend | 49 | -1.50% | May 22, 2013 | HCMPX vs DGRW | |
| Capital Group Core Balanced ETF | Diversified Portfolio | 67 | -2.24% | Sep 26, 2023 | HCMPX vs CGBL | |
| Pacer US Large Cap Cash Cows Growth Leaders ETF | Mid Cap Growth Equities | 29 | -4.15% | Dec 21, 2022 | HCMPX vs COWG | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 34 | -8.32% | Dec 14, 1992 | HCMPX vs SMGIX | |
| Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities | 80 | 4.93% | Mar 3, 2005 | HCMPX vs XMMO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HCMPX vs SPY | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | HCMPX vs VVIAX |
Compare HCMPX with Any Fund or Stock
Compare HCMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.