HCMDX vs. HCMPX

In the year-to-date period, HCMDX achieves a -7.25% return, which is significantly lower than HCMPX's -4.88% return. Over the past 10 years, HCMDX has outperformed HCMPX with an annualized return of 12.33%, while HCMPX has yielded a comparatively lower 11.23% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HCMDX has a 2.84% expense ratio, which is higher than HCMPX's 2.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and HCM Dividend Sector Plus Fund (HCMPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current HCMDX Sharpe Ratio is 0.35, which is higher than the HCMPX Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of HCMDX and HCMPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HCMDX's dividend yield for the trailing twelve months is around 12.53%, less than HCMPX's 15.52% yield.

The maximum HCMDX drawdown since its inception was -40.89%, which is greater than HCMPX's maximum drawdown of -28.88%. Use the drawdown chart below to compare losses from any high point for HCMDX and HCMPX.

HCM Tactical Growth Fund (HCMDX) has a higher volatility of 5.79% compared to HCM Dividend Sector Plus Fund (HCMPX) at 4.97%. This indicates that HCMDX's price experiences larger fluctuations and is considered to be riskier than HCMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.