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 a closer substitute for your current allocation.
Cheapest Alternatives to HWAIX
HWAIX charges 0.94% annually. There are 216 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HWAIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HWAIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HWAIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HWAIX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | HWAIX vs VVIAX |
Best Risk-Adjusted Alternatives to HWAIX
HWAIX has a PortfoliosLab risk / return rank of 37. There are 259 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | HWAIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HWAIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | HWAIX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | HWAIX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | HWAIX vs BBISX |
Top Performing HWAIX Alternatives (YTD)
HWAIX is at 9.73% YTD. There are 241 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | HWAIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | HWAIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | HWAIX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | HWAIX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | HWAIX vs PXTIX |
Lowest Volatility Alternatives to HWAIX
HWAIX has 13.41% 1-year volatility. There are 287 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HWAIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HWAIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HWAIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HWAIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | HWAIX vs TMMAX |
Lowest Drawdown Alternatives to HWAIX
HWAIX has a 1-year max drawdown of -7.10%. There are 136 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HWAIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HWAIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HWAIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HWAIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HWAIX vs SVAIX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWHIX, HWVIX, HWMIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 42 | 1.52% | — | Mar 2009 | HWAIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 56 | 20.86% | — | Jun 2014 | HWAIX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 57 | 16.20% | — | Jan 1997 | HWAIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 39 | 20.45% | — | Sep 1985 | HWAIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 38 | 20.32% | — | Jun 2000 | HWAIX vs HWSAX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 71 | 10.03% | — | Jun 1987 | HWAIX vs HWLIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 44 | 9.73% | — | Dec 2012 | HWAIX vs HWGIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 52 | 11.26% | — | Jun 2020 | HWAIX vs HWTIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 65 | 9.96% | — | Aug 2004 | HWAIX vs HWCIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 63 | 13.84% | — | Dec 2015 | HWAIX vs HWNIX |
Often Compared With HWAIX
Investors most often compare HWAIX with EFV, IPFPX, SCHD. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare HWAIX with Any Fund or Stock
Compare HWAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWAIX with funds that move differently
Hotchkis & Wiley Value Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWAIX.
Explore HWAIX Diversifiers