Hotchkis & Wiley Large Cap Value Fund (HWLIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HWLIX
HWLIX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HWLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HWLIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HWLIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HWLIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HWLIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HWLIX vs TILVX |
Best Risk-Adjusted Alternatives to HWLIX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HWLIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HWLIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HWLIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HWLIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HWLIX vs VALAX |
Top Performing HWLIX Alternatives (YTD)
HWLIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HWLIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HWLIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HWLIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HWLIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HWLIX vs HFCVX |
Lowest Volatility Alternatives to HWLIX
HWLIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HWLIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HWLIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HWLIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HWLIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HWLIX vs ACIIX |
Lowest Drawdown Alternatives to HWLIX
HWLIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HWLIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HWLIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HWLIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HWLIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HWLIX vs PSECX |
Other Mutual Funds from Hotchkis & Wiley
Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.
Often Compared With HWLIX
What investors most often compare with HWLIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis U.S. Large Cap Value ETF | Large Cap Value Equities | 79 | 6.69% | Sep 21, 2021 | HWLIX vs AVLV | |
| Vanguard S&P 500 Value ETF | Large Cap Value Equities, S&P 500 | 52 | -0.06% | Sep 7, 2010 | HWLIX vs VOOV |
Compare HWLIX with Any Fund or Stock
Compare HWLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.