HCMPX vs. DGRW
Compare and contrast key facts about HCM Dividend Sector Plus Fund (HCMPX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCMPX or DGRW.
Correlation
The correlation between HCMPX and DGRW is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HCMPX vs. DGRW - Performance Comparison
Key characteristics
HCMPX:
-0.50
DGRW:
0.30
HCMPX:
-0.49
DGRW:
0.54
HCMPX:
0.92
DGRW:
1.08
HCMPX:
-0.39
DGRW:
0.29
HCMPX:
-0.93
DGRW:
1.29
HCMPX:
12.83%
DGRW:
3.70%
HCMPX:
23.92%
DGRW:
15.86%
HCMPX:
-33.21%
DGRW:
-32.04%
HCMPX:
-28.87%
DGRW:
-11.57%
Returns By Period
In the year-to-date period, HCMPX achieves a -12.91% return, which is significantly lower than DGRW's -6.74% return. Over the past 10 years, HCMPX has underperformed DGRW with an annualized return of 4.45%, while DGRW has yielded a comparatively higher 11.32% annualized return.
HCMPX
-12.91%
-7.01%
-24.84%
-11.52%
7.84%
4.45%
DGRW
-6.74%
-5.97%
-10.50%
5.43%
14.09%
11.32%
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HCMPX vs. DGRW - Expense Ratio Comparison
HCMPX has a 2.38% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
HCMPX vs. DGRW — Risk-Adjusted Performance Rank
HCMPX
DGRW
HCMPX vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
Dividends
HCMPX vs. DGRW - Dividend Comparison
HCMPX has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.68%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 1.65% | 1.10% | 1.44% | 0.99% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.68% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% | 1.79% |
Drawdowns
HCMPX vs. DGRW - Drawdown Comparison
The maximum HCMPX drawdown since its inception was -33.21%, roughly equal to the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for HCMPX and DGRW. For additional features, visit the drawdowns tool.
Volatility
HCMPX vs. DGRW - Volatility Comparison
The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 8.16%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 11.49%. This indicates that HCMPX experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.