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 220 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 | HWLIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HWLIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HWLIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HWLIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | HWLIX vs VVIAX |
Best Risk-Adjusted Alternatives to HWLIX
HWLIX has a PortfoliosLab risk / return rank of 83. There are 161 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 | HWLIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HWLIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HWLIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | HWLIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | HWLIX vs MALVX |
Top Performing HWLIX Alternatives (YTD)
HWLIX is at 11.63% YTD. There are 218 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 | HWLIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | HWLIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | HWLIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | HWLIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | HWLIX vs YAFFX |
Lowest Volatility Alternatives to HWLIX
HWLIX has 13.39% 1-year volatility. There are 281 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 | HWLIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HWLIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | HWLIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | HWLIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | HWLIX vs ACIIX |
Lowest Drawdown Alternatives to HWLIX
HWLIX 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 | HWLIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HWLIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HWLIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | HWLIX vs TORYX | |
| 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.
Often Compared With HWLIX
Investors most often compare HWLIX with AVLV, VOOV, HOMPX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare HWLIX with Any Fund or Stock
Compare HWLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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