Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) Alternatives
Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) belongs to the Mid 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 HWMIX. 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 HWMIX
HWMIX charges 1.01% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among HWMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | HWMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HWMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | HWMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | HWMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | HWMIX vs VMVIX |
Best Risk-Adjusted Alternatives to HWMIX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | HWMIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | HWMIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | HWMIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | HWMIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | HWMIX vs VVOAX |
Top Performing HWMIX Alternatives (YTD)
HWMIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | HWMIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | HWMIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | HWMIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | HWMIX vs TCVIX | |
| HW Opportunities MP Fund | 5.07% | Jan 27, 2021 | HWMIX vs HOMPX |
Lowest Volatility Alternatives to HWMIX
HWMIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | HWMIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | HWMIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | HWMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | HWMIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | HWMIX vs RSVAX |
Lowest Drawdown Alternatives to HWMIX
HWMIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | HWMIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | HWMIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | HWMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | HWMIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | HWMIX vs CISMX |
Other Mutual Funds from Hotchkis & Wiley
Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.
Often Compared With HWMIX
What investors most often compare with HWMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 93 | 2.71% | Dec 10, 2004 | HWMIX vs DCINX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | HWMIX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | HWMIX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | HWMIX vs CIMDX | |
| Fidelity Value Strategies Fund | Mid Cap Value Equities | 23 | 3.45% | Dec 31, 1983 | HWMIX vs FSLSX | |
| Keeley Mid Cap Dividend Value Fund | Mid Cap Value Equities | 31 | 0.92% | Oct 3, 2011 | HWMIX vs KMDIX |
Compare HWMIX with Any Fund or Stock
Compare HWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.