HCM Dividend Competition
| HCMZX Fund | USD 20.94 0.06 0.29% |
Correlation: HCM Dividend vs Copeland SMID View
Moderate diversification
HCM Dividend currently posts a 0.33 correlation with Copeland SMID, indicating a Moderate diversification relationship for the active sample. A 0.33 reading means HCM Dividend and Copeland SMID have partial price overlap, offering some diversification benefit.
Moving together with HCM Mutual Fund
Experienced market participants anticipate that HCM Dividend's price will even out over time. Periods when HCM Dividend's deviates significantly from its historical mean may warrant further fundamental analysis.
HCM Dividend Competition Correlation Matrix
Reviewing how Hcm Dividend Sector moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
Strong recent returns in HCM Mutual Fund do not always mean HCM Dividend Mutual Fund is outperforming peers on business quality. Risk-adjusted metrics help compare HCM Dividend's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| LANIX | 0.61 | 0.03 | 0.00 | -0.03 | 0.00 | 1.05 | 3.64 | |||
| RPNCX | 1.30 | 0.17 | 0.07 | 0.05 | 1.79 | 2.59 | 9.56 | |||
| QLMGTX | 0.90 | -0.02 | 0.00 | -0.08 | 0.00 | 1.58 | 5.65 | |||
| TFAGX | 0.87 | 0.13 | 0.11 | 0.08 | 1.08 | 1.31 | 10.48 | |||
| EIPIX | 0.55 | 0.27 | 0.53 | 1.32 | 0.00 | 1.30 | 3.74 | |||
| TEPLX | 0.74 | -0.08 | 0.00 | 0.24 | 0.00 | 1.26 | 4.56 | |||
| CSDGX | 0.74 | 0.02 | 0.10 | -0.20 | 0.89 | 1.70 | 3.97 |
HCM Dividend Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
HCM Dividend Competition Peer Performance Charts
How to Analyze HCM Dividend Against Peers
HCM Dividend's peer analysis compares HCM Dividend with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether HCM Dividend trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where HCM Dividend leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
HCM Dividend has a wider economic moat score than the average competitor, based on return spread and reinvestment patterns. This information is provided for contextual purposes. Relative comparison helps show where HCM Dividend is stronger or weaker against peers.
Data shown for Hcm Dividend Sector is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.