Hotchkis & Wiley Diversified Value Fund (HWCIX) 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 HWCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWCIX
HWCIX charges 0.80% annually. There are 168 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 | HWCIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HWCIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HWCIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HWCIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | HWCIX vs VVIAX |
Best Risk-Adjusted Alternatives to HWCIX
HWCIX has a PortfoliosLab risk / return rank of 55. There are 198 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HWCIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HWCIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | HWCIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | HWCIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | HWCIX vs AVLVX |
Top Performing HWCIX Alternatives (YTD)
HWCIX is at 9.06% YTD. There are 256 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | HWCIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | HWCIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | HWCIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | HWCIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | HWCIX vs YAFFX |
Lowest Volatility Alternatives to HWCIX
HWCIX has 13.02% 1-year volatility. There are 271 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 | HWCIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | HWCIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HWCIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | HWCIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | HWCIX vs TMMAX |
Lowest Drawdown Alternatives to HWCIX
HWCIX has a 1-year max drawdown of -6.33%. There are 53 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 | HWCIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HWCIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HWCIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HWCIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HWCIX vs SVAIX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 30 | 8.88% | — | Dec 2002 | HWCIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 42 | 1.61% | — | Mar 2009 | HWCIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 49 | 20.06% | — | Jun 2014 | HWCIX vs HWVIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 33 | 19.78% | — | Sep 1985 | HWCIX vs HWSIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 48 | 14.59% | — | Jan 1997 | HWCIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 33 | 19.64% | — | Jun 2000 | HWCIX vs HWSAX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 61 | 9.20% | — | Jun 1987 | HWCIX vs HWLIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 37 | 9.11% | — | Dec 2012 | HWCIX vs HWGIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 48 | 11.35% | — | Jun 2020 | HWCIX vs HWTIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 56 | 13.68% | — | Dec 2015 | HWCIX vs HWNIX |
Often Compared With HWCIX
Investors most often compare HWCIX with HOMPX, ACIIX, VIHAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HWCIX with Any Fund or Stock
Compare HWCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWCIX with funds that move differently
Hotchkis & Wiley Diversified Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWCIX.
Explore HWCIX Diversifiers