Hotchkis & Wiley High Yield Fund (HWHIX) Alternatives
Hotchkis & Wiley High Yield Fund (HWHIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HWHIX. 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 HWHIX
HWHIX charges 0.70% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among HWHIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | Dec 24, 2008 | HWHIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | Nov 12, 2001 | HWHIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | Dec 26, 2017 | HWHIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | Dec 27, 1978 | HWHIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | Nov 22, 2020 | HWHIX vs CRDOX |
Best Risk-Adjusted Alternatives to HWHIX
Among mutual funds in the High Yield Bonds 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 | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | Dec 16, 2014 | HWHIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | Mar 6, 2019 | HWHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | Sep 30, 2010 | HWHIX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 99 | Jul 29, 2011 | HWHIX vs PRFRX | |
| T. Rowe Price Credit Opportunities Fund | 98 | Apr 29, 2014 | HWHIX vs PRCPX |
Top Performing HWHIX Alternatives (YTD)
HWHIX alternatives from the High Yield Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 6.93% | Dec 31, 2009 | HWHIX vs FOCIX | |
| Pioneer ILS Interval Fund | 5.18% | Dec 16, 2014 | HWHIX vs XILSX | |
| RiverPark Short Term High Yield Fund | 1.02% | Sep 30, 2010 | HWHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.96% | Mar 6, 2019 | HWHIX vs CCLFX | |
| Franklin Templeton SMACS: Series I | 0.52% | Jun 3, 2019 | HWHIX vs FQTIX |
Lowest Volatility Alternatives to HWHIX
HWHIX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.97% | Sep 30, 2010 | HWHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.97% | Mar 6, 2019 | HWHIX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.71% | Jul 15, 2014 | HWHIX vs CWFIX | |
| Changing Parameters Fund | 1.90% | Oct 2, 2006 | HWHIX vs CPMPX | |
| Shenkman Capital Short Duration High Income Fund | 1.96% | Oct 31, 2012 | HWHIX vs SCFIX |
Lowest Drawdown Alternatives to HWHIX
HWHIX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.21% | Dec 16, 2014 | HWHIX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.41% | Sep 30, 2010 | HWHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.46% | Mar 6, 2019 | HWHIX vs CCLFX | |
| Toews Tactical Income Fund | -1.12% | Jun 4, 2010 | HWHIX vs THHYX | |
| Changing Parameters Fund | -1.31% | Oct 2, 2006 | HWHIX vs CPMPX |
Other Mutual Funds from Hotchkis & Wiley
Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.
Often Compared With HWHIX
What investors most often compare with HWHIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Total Return Bond ETF | Intermediate Core-Plus Bond | 54 | -0.15% | Dec 2, 2021 | HWHIX vs PTRB | |
| iShares iBoxx $ High Yield Corporate Bond ETF | High Yield Bonds | 78 | -0.35% | Apr 11, 2007 | HWHIX vs HYG | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 60 | -0.59% | Dec 27, 2010 | HWHIX vs PTRQX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 91 | -0.96% | Feb 5, 2008 | HWHIX vs BSIIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 59 | -0.26% | Sep 29, 2000 | HWHIX vs BAGIX | |
| Fidelity Total Bond ETF | Intermediate Core-Plus Bond, Actively Managed | 63 | 0.14% | Oct 6, 2014 | HWHIX vs FBND | |
| Xtrackers Short Duration High Yield Bond ETF | High Yield Bonds | 78 | -0.22% | Jan 10, 2018 | HWHIX vs SHYL | |
| SPDR Portfolio High Yield Bond ETF | High Yield Bonds | 79 | -0.32% | Jun 18, 2012 | HWHIX vs SPHY | |
| iShares High Yield Bond Factor ETF | High Yield Bonds | 61 | -0.64% | Jul 11, 2017 | HWHIX vs HYDB | |
| RiverPark Strategic Income Fund | High Yield Bonds | 96 | 0.36% | Sep 30, 2013 | HWHIX vs RSIIX |
Compare HWHIX with Any Fund or Stock
Compare HWHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.