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 a closer substitute for your current allocation.
Cheapest Alternatives to HCMPX
HCMPX charges 2.38% annually. There are 329 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HCMPX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HCMPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HCMPX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HCMPX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HCMPX vs TILVX |
Best Risk-Adjusted Alternatives to HCMPX
HCMPX has a PortfoliosLab risk / return rank of 45. There are 214 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HCMPX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HCMPX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | HCMPX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | HCMPX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | HCMPX vs SABTX |
Top Performing HCMPX Alternatives (YTD)
HCMPX is at 7.39% YTD. There are 214 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | HCMPX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | HCMPX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | HCMPX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | HCMPX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | HCMPX vs YACKX |
Lowest Volatility Alternatives to HCMPX
HCMPX has 16.85% 1-year volatility. There are 319 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | HCMPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | HCMPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | HCMPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | HCMPX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | HCMPX vs FALIX |
Lowest Drawdown Alternatives to HCMPX
HCMPX has a 1-year max drawdown of -10.42%. There are 303 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | HCMPX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HCMPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HCMPX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | HCMPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HCMPX vs SVAIX |
Other Mutual Funds from Howard Capital Management
The 2 most viewed Howard Capital Management mutual funds shown here include HCMDX, HCMKX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| HCM Tactical Growth Fund | Large Cap Growth Equities | 37 | 12.71% | — | Jul 2014 | HCMPX vs HCMDX | |
| HCM Income Plus Fund | Diversified Portfolio | 47 | 11.75% | — | Nov 2016 | HCMPX vs HCMKX |
Often Compared With HCMPX
Investors most often compare HCMPX with SPHD, HCMT, COWG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare HCMPX with Any Fund or Stock
Compare HCMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCMPX with funds that move differently
HCM Dividend Sector Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCMPX.
Explore HCMPX Diversifiers