Hotchkis & Wiley Value Opportunities Fund (HWAIX) Alternatives
Hotchkis & Wiley Value Opportunities Fund (HWAIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HWAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HWAIX
HWAIX charges 0.94% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HWAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HWAIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HWAIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HWAIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HWAIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HWAIX vs VVIAX |
Best Risk-Adjusted Alternatives to HWAIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HWAIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HWAIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HWAIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HWAIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HWAIX vs VALAX |
Top Performing HWAIX Alternatives (YTD)
HWAIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HWAIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HWAIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HWAIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HWAIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HWAIX vs HFCVX |
Lowest Volatility Alternatives to HWAIX
HWAIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HWAIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HWAIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HWAIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HWAIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HWAIX vs ACIIX |
Lowest Drawdown Alternatives to HWAIX
HWAIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HWAIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HWAIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HWAIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HWAIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HWAIX vs PSECX |
Other Mutual Funds from Hotchkis & Wiley
Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.
Often Compared With HWAIX
What investors most often compare with HWAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | HWAIX vs VTV | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | HWAIX vs SCHD | |
| Vanguard FTSE Developed Markets ETF | Foreign Large Cap Equities | 87 | 2.75% | Jul 20, 2007 | HWAIX vs VEA | |
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | HWAIX vs VBR | |
| iShares MSCI EAFE Value ETF | Foreign Large Cap Equities | 90 | 4.12% | Aug 1, 2005 | HWAIX vs EFV | |
| Vanguard S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.17% | Apr 5, 2019 | HWAIX vs VOOG | |
| Poplar Forest Partners Fund | Large Cap Value Equities | 50 | -0.09% | Dec 31, 2009 | HWAIX vs IPFPX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | HWAIX vs TILVX |
Compare HWAIX with Any Fund or Stock
Compare HWAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.