Hotchkis & Wiley Diversified Value Fund (HWCIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HWCIX
HWCIX charges 0.80% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HWCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HWCIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HWCIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HWCIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HWCIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HWCIX vs TILVX |
Best Risk-Adjusted Alternatives to HWCIX
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 | HWCIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HWCIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HWCIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HWCIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HWCIX vs VALAX |
Top Performing HWCIX Alternatives (YTD)
HWCIX 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 | HWCIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HWCIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HWCIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HWCIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HWCIX vs HFCVX |
Lowest Volatility Alternatives to HWCIX
HWCIX 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 | HWCIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HWCIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HWCIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HWCIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HWCIX vs ACIIX |
Lowest Drawdown Alternatives to HWCIX
HWCIX 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 | HWCIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HWCIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HWCIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HWCIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HWCIX vs PSECX |
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