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 324 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HCMPX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HCMPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HCMPX vs FLCOX | |
| 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 29. There are 270 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 | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | HCMPX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | HCMPX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | HCMPX vs AVLVX |
Top Performing HCMPX Alternatives (YTD)
HCMPX is at 6.37% YTD. There are 295 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | HCMPX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | HCMPX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | HCMPX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | HCMPX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | HCMPX vs YAFFX |
Lowest Volatility Alternatives to HCMPX
HCMPX has 17.72% 1-year volatility. There are 315 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HCMPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | HCMPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HCMPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | HCMPX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | HCMPX vs TMMAX |
Lowest Drawdown Alternatives to HCMPX
HCMPX has a 1-year max drawdown of -10.42%. There are 299 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HCMPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HCMPX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HCMPX vs BUFBX | |
| 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 | 22 | 8.78% | — | Jul 2014 | HCMPX vs HCMDX | |
| HCM Income Plus Fund | Diversified Portfolio | 31 | 9.47% | — | Nov 2016 | HCMPX vs HCMKX |
Often Compared With HCMPX
Investors most often compare HCMPX with CGBL, COWG, HCMT. These 20 comparison targets span 10 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