HWGIX Alternatives & Similar Mutual Funds

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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	HWGIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	HWGIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	HWGIX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	HWGIX vs VTWAX
UCEQX	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 27. There are 170 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	HWGIX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	HWGIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	HWGIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	HWGIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	HWGIX vs JGYIX

Top Performing HWGIX Alternatives (YTD)

HWGIX is at 4.97% YTD. There are 189 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	HWGIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	HWGIX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	HWGIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	HWGIX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	HWGIX vs FIQOX

Lowest Volatility Alternatives to HWGIX

HWGIX has 12.97% 1-year volatility. There are 85 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	HWGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	HWGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	HWGIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	HWGIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	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
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	HWGIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	HWGIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	HWGIX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	HWGIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	HWGIX vs SVTAX

Other Mutual Funds from Hotchkis & Wiley

The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	22	5.16%	—	Dec 2002	HWGIX vs HWAIX
HWHIX	Hotchkis & Wiley High Yield Fund	High Yield Bonds	37	0.92%	—	Mar 2009	HWGIX vs HWHIX
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	49	15.76%	—	Jun 2014	HWGIX vs HWVIX
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	44	11.07%	—	Jan 1997	HWGIX vs HWMIX
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	32	15.23%	—	Sep 1985	HWGIX vs HWSIX
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	32	15.10%	—	Jun 2000	HWGIX vs HWSAX
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	49	5.16%	—	Jun 1987	HWGIX vs HWLIX
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	49	9.76%	—	Jun 2020	HWGIX vs HWTIX
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	42	5.13%	—	Aug 2004	HWGIX vs HWCIX
HWNIX	Hotchkis & Wiley International Value Fund	Foreign Large Cap Equities	56	13.36%	—	Dec 2015	HWGIX vs HWNIX

Often Compared With HWGIX

Investors most often compare HWGIX with ARTHX, HOMPX, MVGIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	HWGIX vs ARTHX
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	38	14.30%	—	Jan 2021	HWGIX vs HOMPX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	HWGIX vs MVGIX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	HWGIX vs FGIAX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	HWGIX vs GLIFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	HWGIX vs FMIEX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	HWGIX vs GCCHX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	HWGIX vs VGPMX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	HWGIX vs GQFPX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	25	4.27%	—	May 2011	HWGIX vs GAOAX
GIDGX	Goldman Sachs Enhanced Dividend Global Equity Port...	Global Equities	84	11.86%	—	Apr 2008	HWGIX vs GIDGX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	HWGIX vs CAEIX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	HWGIX vs GQRIX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	47	11.43%	—	Jul 2010	HWGIX vs PRAFX
NALFX	New Alternatives Fund	Global Equities	63	18.71%	—	Sep 1982	HWGIX vs NALFX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	90	17.78%	—	Aug 1994	HWGIX vs MDGCX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	HWGIX vs GQRPX
CIGEX	Calamos Global Equity Fund	Global Equities	47	22.14%	—	Feb 2007	HWGIX vs CIGEX
SGSCX	DWS Global Small Cap Fund	Global Equities	87	21.49%	—	Sep 1991	HWGIX vs SGSCX
NEFFX	American Funds The New Economy Fund® Class F-2	Global Equities	88	24.11%	—	Aug 2008	HWGIX vs NEFFX

Compare HWGIX with Any Fund or Stock

Compare HWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Hotchkis & Wiley Global Value Fund (HWGIX) Alternatives