HCMPX vs. HCMDX
Compare and contrast key facts about HCM Dividend Sector Plus Fund (HCMPX) and HCM Tactical Growth Fund (HCMDX).
HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015. HCMDX is managed by Howard Capital Management. It was launched on Jul 30, 2014.
Performance
HCMPX vs. HCMDX - Performance Comparison
Loading graphics...
HCMPX vs. HCMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | -5.93% | 15.92% | 43.56% | 16.87% | -22.96% | 36.55% | 27.80% | 24.02% | -14.61% | 17.02% |
HCMDX HCM Tactical Growth Fund | -11.97% | 16.55% | 49.90% | 32.05% | -39.00% | 38.72% | 52.10% | 21.79% | -7.68% | 32.41% |
Returns By Period
In the year-to-date period, HCMPX achieves a -5.93% return, which is significantly higher than HCMDX's -11.97% return. Over the past 10 years, HCMPX has underperformed HCMDX with an annualized return of 13.89%, while HCMDX has yielded a comparatively higher 16.03% annualized return.
HCMPX
- 1D
- -0.10%
- 1M
- -7.28%
- YTD
- -5.93%
- 6M
- -3.57%
- 1Y
- 19.80%
- 3Y*
- 21.93%
- 5Y*
- 12.23%
- 10Y*
- 13.89%
HCMDX
- 1D
- -0.58%
- 1M
- -8.53%
- YTD
- -11.97%
- 6M
- -9.93%
- 1Y
- 21.88%
- 3Y*
- 23.84%
- 5Y*
- 10.47%
- 10Y*
- 16.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HCMPX vs. HCMDX - Expense Ratio Comparison
HCMPX has a 2.38% expense ratio, which is lower than HCMDX's 2.84% expense ratio.
Return for Risk
HCMPX vs. HCMDX — Risk / Return Rank
HCMPX
HCMDX
HCMPX vs. HCMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and HCM Tactical Growth Fund (HCMDX). 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.
| HCMPX | HCMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.90 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.33 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.96 | +0.61 |
Martin ratioReturn relative to average drawdown | 5.77 | 3.01 | +2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HCMPX | HCMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.90 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.43 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.67 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.57 | +0.07 |
Correlation
The correlation between HCMPX and HCMDX is 0.90, 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.
Dividends
HCMPX vs. HCMDX - Dividend Comparison
HCMPX's dividend yield for the trailing twelve months is around 0.46%, less than HCMDX's 3.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | 0.46% | 0.43% | 29.52% | 5.15% | 8.57% | 0.00% | 0.00% | 0.15% | 12.87% | 8.64% | 4.18% | 2.18% |
HCMDX HCM Tactical Growth Fund | 3.38% | 2.98% | 23.23% | 0.00% | 0.72% | 0.99% | 3.24% | 0.00% | 5.05% | 0.00% | 0.00% | 1.47% |
Drawdowns
HCMPX vs. HCMDX - Drawdown Comparison
The maximum HCMPX drawdown since its inception was -28.88%, smaller than the maximum HCMDX drawdown of -40.89%. Use the drawdown chart below to compare losses from any high point for HCMPX and HCMDX.
Loading graphics...
Drawdown Indicators
| HCMPX | HCMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.88% | -40.89% | +12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -17.00% | +6.58% |
Max Drawdown (5Y)Largest decline over 5 years | -26.86% | -40.89% | +14.03% |
Max Drawdown (10Y)Largest decline over 10 years | -28.88% | -40.89% | +12.01% |
Current DrawdownCurrent decline from peak | -9.15% | -17.00% | +7.85% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -11.50% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 5.40% | -2.58% |
Volatility
HCMPX vs. HCMDX - Volatility Comparison
The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 5.73%, while HCM Tactical Growth Fund (HCMDX) has a volatility of 7.33%. This indicates that HCMPX experiences smaller price fluctuations and is considered to be less risky than HCMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HCMPX | HCMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 7.33% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 18.58% | -4.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 24.01% | -5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 24.23% | -4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 24.08% | -3.87% |