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 169 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HWCIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HWCIX vs FLCOX | |
| 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 82. There are 165 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | HWCIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HWCIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HWCIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | HWCIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | HWCIX vs MALVX |
Top Performing HWCIX Alternatives (YTD)
HWCIX is at 12.22% YTD. There are 206 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | HWCIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | HWCIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | HWCIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | HWCIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | HWCIX vs YAFFX |
Lowest Volatility Alternatives to HWCIX
HWCIX has 13.18% 1-year volatility. There are 271 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HWCIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HWCIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HWCIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | HWCIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | HWCIX vs ACIIX |
Lowest Drawdown Alternatives to HWCIX
HWCIX has a 1-year max drawdown of -6.33%. There are 49 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 Equity Income 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.
Often Compared With HWCIX
Investors most often compare HWCIX with HOMPX, SLVIX, NEIMX. These 20 comparison targets span 7 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