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 171 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HWCIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HWCIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HWCIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | HWCIX vs TILVX |
Best Risk-Adjusted Alternatives to HWCIX
HWCIX has a PortfoliosLab risk / return rank of 56. There are 170 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 | |
| Al Frank Fund | 95 | — | May 2006 | HWCIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | HWCIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | HWCIX vs SABTX |
Top Performing HWCIX Alternatives (YTD)
HWCIX is at 8.59% YTD. There are 180 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | HWCIX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | HWCIX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | HWCIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | HWCIX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | HWCIX vs YACKX |
Lowest Volatility Alternatives to HWCIX
HWCIX has 12.85% 1-year volatility. There are 279 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | HWCIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | HWCIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | HWCIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | HWCIX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | HWCIX vs FALIX |
Lowest Drawdown Alternatives to HWCIX
HWCIX has a 1-year max drawdown of -6.33%. There are 58 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | HWCIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HWCIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HWCIX vs HFCVX | |
| 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 | 47 | 11.92% | — | Dec 2002 | HWCIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 46 | 1.20% | — | Mar 2009 | HWCIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 45 | 14.33% | — | Jun 2014 | HWCIX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 62 | 15.24% | — | Jan 1997 | HWCIX vs HWMIX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 63 | 8.74% | — | Jun 1987 | HWCIX vs HWLIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 41 | 16.50% | — | Sep 1985 | HWCIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 40 | 16.39% | — | Jun 2000 | HWCIX vs HWSAX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 43 | 9.76% | — | Jun 2020 | HWCIX vs HWTIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 34 | 7.97% | — | Dec 2012 | HWCIX vs HWGIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 54 | 14.61% | — | Dec 2015 | HWCIX vs HWNIX |
Often Compared With HWCIX
Investors most often compare HWCIX with HOMPX, LEXCX, AUXFX. These 20 comparison targets span 4 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