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 a closer substitute for your current allocation.
Cheapest Alternatives to HWMIX
HWMIX charges 1.01% annually. There are 70 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | HWMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | HWMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | HWMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | HWMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | HWMIX vs VMVIX |
Best Risk-Adjusted Alternatives to HWMIX
HWMIX has a PortfoliosLab risk / return rank of 48. There are 49 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | HWMIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | HWMIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | HWMIX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | HWMIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | HWMIX vs SMVTX |
Top Performing HWMIX Alternatives (YTD)
HWMIX is at 14.59% YTD. There are 54 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | HWMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | HWMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | HWMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | HWMIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | HWMIX vs FVCSX |
Lowest Volatility Alternatives to HWMIX
HWMIX has 16.10% 1-year volatility. There are 80 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | HWMIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | HWMIX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | HWMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | HWMIX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | HWMIX vs PVMIX |
Lowest Drawdown Alternatives to HWMIX
HWMIX has a 1-year max drawdown of -7.16%. There are 7 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | HWMIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | HWMIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | HWMIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | HWMIX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | HWMIX vs FRNKX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 6 categories.
Often Compared With HWMIX
Investors most often compare HWMIX with DCINX, KMDIX, VVOIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HWMIX with Any Fund or Stock
Compare HWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWMIX with funds that move differently
Hotchkis & Wiley Mid-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWMIX.
Explore HWMIX Diversifiers