HCMPX vs. YAFFX
Compare and contrast key facts about HCM Dividend Sector Plus Fund (HCMPX) and AMG Yacktman Focused Fund (YAFFX).
HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015. YAFFX is managed by AMG. It was launched on May 1, 1997.
Performance
HCMPX vs. YAFFX - Performance Comparison
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HCMPX vs. YAFFX - 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% |
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Returns By Period
In the year-to-date period, HCMPX achieves a -5.93% return, which is significantly lower than YAFFX's 8.59% return. Over the past 10 years, HCMPX has outperformed YAFFX with an annualized return of 13.89%, while YAFFX has yielded a comparatively lower 10.91% 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%
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
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HCMPX vs. YAFFX - Expense Ratio Comparison
HCMPX has a 2.38% expense ratio, which is higher than YAFFX's 1.25% expense ratio.
Return for Risk
HCMPX vs. YAFFX — Risk / Return Rank
HCMPX
YAFFX
HCMPX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and AMG Yacktman Focused Fund (YAFFX). 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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.49 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.55 | 0.67 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.57 | +0.99 |
Martin ratioReturn relative to average drawdown | 5.77 | 2.02 | +3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HCMPX | YAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.49 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.41 | +0.21 |
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 | 0.58 | +0.06 |
Correlation
The correlation between HCMPX and YAFFX is 0.74, 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. YAFFX - Dividend Comparison
HCMPX's dividend yield for the trailing twelve months is around 0.46%, while YAFFX has not paid dividends to shareholders.
| 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% |
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Drawdowns
HCMPX vs. YAFFX - Drawdown Comparison
The maximum HCMPX drawdown since its inception was -28.88%, smaller than the maximum YAFFX drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for HCMPX and YAFFX.
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Drawdown Indicators
| HCMPX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.88% | -43.80% | +14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -17.08% | +6.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.86% | -21.31% | -5.55% |
Max Drawdown (10Y)Largest decline over 10 years | -28.88% | -30.62% | +1.74% |
Current DrawdownCurrent decline from peak | -9.15% | -8.71% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -6.24% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 4.83% | -2.01% |
Volatility
HCMPX vs. YAFFX - Volatility Comparison
The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 5.73%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 7.76%. This indicates that HCMPX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCMPX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 7.76% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 21.51% | -7.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 22.92% | -4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 17.85% | +1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 16.39% | +3.82% |