HWLIX Alternatives & Similar Mutual Funds

Hotchkis & Wiley Large Cap Value Fund (HWLIX) 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 HWLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HWLIX

HWLIX charges 0.95% annually. There are 221 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	HWLIX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	HWLIX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	HWLIX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	HWLIX vs FLCOX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	HWLIX vs TILVX

Best Risk-Adjusted Alternatives to HWLIX

HWLIX has a PortfoliosLab risk / return rank of 61. There are 190 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	HWLIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	HWLIX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	HWLIX vs MALVX
IDIVX	Integrity Dividend Harvest Fund	95	—	May 2012	HWLIX vs IDIVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	94	—	Jun 2022	HWLIX vs AVLVX

Top Performing HWLIX Alternatives (YTD)

HWLIX is at 9.20% YTD. There are 254 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	25.44%	—	Jun 2015	HWLIX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	24.02%	—	Nov 1935	HWLIX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.70%	—	Jun 2022	HWLIX vs AVLVX
VALAX	Al Frank Fund	22.75%	—	May 2006	HWLIX vs VALAX
YAFFX	AMG Yacktman Focused Fund	22.70%	—	May 1997	HWLIX vs YAFFX

Lowest Volatility Alternatives to HWLIX

HWLIX has 13.17% 1-year volatility. There are 278 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	HWLIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.62%	—	Feb 2021	HWLIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	HWLIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.50%	—	Feb 1996	HWLIX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.51%	—	Dec 2007	HWLIX vs TMMAX

Lowest Drawdown Alternatives to HWLIX

HWLIX has a 1-year max drawdown of -6.33%. There are 53 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	HWLIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	HWLIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	HWLIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	HWLIX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	HWLIX 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
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	30	8.88%	—	Dec 2002	HWLIX vs HWAIX
HWHIX	Hotchkis & Wiley High Yield Fund	High Yield Bonds	42	1.61%	—	Mar 2009	HWLIX vs HWHIX
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	49	20.06%	—	Jun 2014	HWLIX vs HWVIX
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	33	19.78%	—	Sep 1985	HWLIX vs HWSIX
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	48	14.59%	—	Jan 1997	HWLIX vs HWMIX
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	33	19.64%	—	Jun 2000	HWLIX vs HWSAX
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	37	9.11%	—	Dec 2012	HWLIX vs HWGIX
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	48	11.35%	—	Jun 2020	HWLIX vs HWTIX
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	55	9.06%	—	Aug 2004	HWLIX vs HWCIX
HWNIX	Hotchkis & Wiley International Value Fund	Foreign Large Cap Equities	56	13.68%	—	Dec 2015	HWLIX vs HWNIX

Often Compared With HWLIX

Investors most often compare HWLIX with AVLV, VOOV, HOMPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVLV	Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	93	21.82%	16.76B	Sep 2021	HWLIX vs AVLV
VOOV	Vanguard S&P 500 Value ETF	Large Cap Value Equities, S&P 500	74	9.81%	6.70B	Sep 2010	HWLIX vs VOOV
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	37	15.22%	—	Jan 2021	HWLIX vs HOMPX
SMVLX	Smead Value Fund	Large Cap Value Equities	74	17.31%	—	Jan 2008	HWLIX vs SMVLX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	67	10.87%	—	Jul 1998	HWLIX vs ACIIX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	17	16.91%	—	Jan 1984	HWLIX vs AVERX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	66	10.67%	6.45B	Aug 1994	HWLIX vs TWEIX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	73	11.51%	—	Jun 1995	HWLIX vs FLCSX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	27	10.20%	—	Jun 2021	HWLIX vs GQHPX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	38	7.92%	—	Feb 2001	HWLIX vs HDCTX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	14	4.18%	—	Jan 2011	HWLIX vs PSECX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	84	11.23%	—	Jul 1999	HWLIX vs AUXFX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	93	10.30%	—	Dec 2019	HWLIX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.74%	—	Apr 2003	HWLIX vs NEIMX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	84	13.90%	20.50B	Mar 2016	HWLIX vs VIHAX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	89	15.97%	245.00B	Nov 2000	HWLIX vs VVIAX
FAIRX	Fairholme Fund	Large Cap Value Equities	15	2.93%	—	Dec 1999	HWLIX vs FAIRX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	18.96%	—	Dec 2006	HWLIX vs NQCRX
SABTX	SA U.S. Value Fund	Large Cap Value Equities	94	19.35%	—	Aug 1999	HWLIX vs SABTX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	89	11.89%	—	Feb 1992	HWLIX vs THPGX

Compare HWLIX with Any Fund or Stock

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

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Diversifiers

Pair HWLIX with funds that move differently

Hotchkis & Wiley Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWLIX.

Explore HWLIX Diversifiers

Hotchkis & Wiley Large Cap Value Fund (HWLIX) Alternatives