Hotchkis & Wiley International Value Fund (HWNIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HWNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWNIX
HWNIX charges 0.95% annually. There are 243 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | HWNIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | HWNIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | HWNIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | HWNIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | HWNIX vs FHLFX |
Best Risk-Adjusted Alternatives to HWNIX
HWNIX has a PortfoliosLab risk / return rank of 56. There are 106 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | HWNIX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | HWNIX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | HWNIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | HWNIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | HWNIX vs THOIX |
Top Performing HWNIX Alternatives (YTD)
HWNIX is at 13.36% YTD. There are 151 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | HWNIX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | HWNIX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | HWNIX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | HWNIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | HWNIX vs FISZX |
Lowest Volatility Alternatives to HWNIX
HWNIX has 14.86% 1-year volatility. There are 140 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | HWNIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | HWNIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | HWNIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | HWNIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | HWNIX vs FAOIX |
Lowest Drawdown Alternatives to HWNIX
HWNIX has a 1-year max drawdown of -11.63%. There are 188 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | HWNIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | HWNIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | HWNIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | HWNIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | HWNIX vs FAOAX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 22 | 5.16% | — | Dec 2002 | HWNIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 37 | 0.92% | — | Mar 2009 | HWNIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 49 | 15.76% | — | Jun 2014 | HWNIX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 44 | 11.07% | — | Jan 1997 | HWNIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 32 | 15.23% | — | Sep 1985 | HWNIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 32 | 15.10% | — | Jun 2000 | HWNIX vs HWSAX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 49 | 5.16% | — | Jun 1987 | HWNIX vs HWLIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 49 | 9.76% | — | Jun 2020 | HWNIX vs HWTIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 27 | 4.97% | — | Dec 2012 | HWNIX vs HWGIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 42 | 5.13% | — | Aug 2004 | HWNIX vs HWCIX |
Often Compared With HWNIX
Investors most often compare HWNIX with HOMPX, GQJPX, KGIIX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HWNIX with Any Fund or Stock
Compare HWNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWNIX with funds that move differently
Hotchkis & Wiley International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWNIX.
Explore HWNIX Diversifiers