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 323 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HCMPX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HCMPX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | HCMPX vs VVIAX |
Best Risk-Adjusted Alternatives to HCMPX
HCMPX has a PortfoliosLab risk / return rank of 24. There are 303 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | HCMPX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HCMPX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HCMPX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | HCMPX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | HCMPX vs MALVX |
Top Performing HCMPX Alternatives (YTD)
HCMPX is at 3.16% YTD. There are 314 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | HCMPX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | HCMPX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | HCMPX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | HCMPX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | HCMPX vs YAFFX |
Lowest Volatility Alternatives to HCMPX
HCMPX has 18.09% 1-year volatility. There are 312 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HCMPX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HCMPX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HCMPX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | HCMPX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | HCMPX vs ACIIX |
Lowest Drawdown Alternatives to HCMPX
HCMPX has a 1-year max drawdown of -10.42%. There are 297 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 Equity Income 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 | 12 | 0.39% | — | Jul 2014 | HCMPX vs HCMDX | |
| HCM Income Plus Fund | Diversified Portfolio | 16 | 3.06% | — | Nov 2016 | HCMPX vs HCMKX |
Often Compared With HCMPX
Investors most often compare HCMPX with CGBL, HCMT, COWG. These 20 comparison targets span 11 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