Hotchkis & Wiley Global Value Fund (HWGIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HWGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWGIX
HWGIX charges 0.95% annually. There are 113 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | HWGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | HWGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | HWGIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | HWGIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | HWGIX vs UCEQX |
Best Risk-Adjusted Alternatives to HWGIX
HWGIX has a PortfoliosLab risk / return rank of 37. There are 123 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | HWGIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | HWGIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | HWGIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | HWGIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | HWGIX vs PGVFX |
Top Performing HWGIX Alternatives (YTD)
HWGIX is at 9.11% YTD. There are 147 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | HWGIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | HWGIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | HWGIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | HWGIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | HWGIX vs YFSNX |
Lowest Volatility Alternatives to HWGIX
HWGIX has 12.92% 1-year volatility. There are 74 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | HWGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | HWGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | HWGIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | HWGIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | HWGIX vs SGMAX |
Lowest Drawdown Alternatives to HWGIX
HWGIX has a 1-year max drawdown of -9.83%. There are 78 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | HWGIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | HWGIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | HWGIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | HWGIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | HWGIX vs CSUAX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 6 categories.
Often Compared With HWGIX
Investors most often compare HWGIX with ARTHX, HOMPX, GAOAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HWGIX with Any Fund or Stock
Compare HWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWGIX with funds that move differently
Hotchkis & Wiley Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWGIX.
Explore HWGIX Diversifiers