HWNIX Alternatives & Similar Mutual Funds

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 242 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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	HWNIX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	HWNIX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	HWNIX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	HWNIX vs FINVX
FHLFX	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 54. There are 84 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
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	HWNIX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	HWNIX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	HWNIX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	HWNIX vs DCINX
SAHMX	SA International Value Fund	90	—	Aug 1999	HWNIX vs SAHMX

Top Performing HWNIX Alternatives (YTD)

HWNIX is at 14.61% YTD. There are 60 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.02%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	35.02%	—	Aug 1994	HWNIX vs TIVFX
CIGIX	Calamos International Growth Fund	34.19%	—	Mar 2005	HWNIX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	26.97%	—	Jun 2021	HWNIX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	26.54%	—	Apr 2019	HWNIX vs FISZX
DCINX	Dunham International Stock Fund	24.97%	—	Dec 2004	HWNIX vs DCINX

Lowest Volatility Alternatives to HWNIX

HWNIX has 14.43% 1-year volatility. There are 148 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.19%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	9.19%	—	Nov 1997	HWNIX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.20%	—	Sep 1996	HWNIX vs FAOAX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.20%	—	Feb 2017	HWNIX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	9.21%	—	Apr 1990	HWNIX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.22%	—	Jul 1995	HWNIX vs FAOIX

Lowest Drawdown Alternatives to HWNIX

HWNIX has a 1-year max drawdown of -11.63%. There are 189 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	HWNIX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	HWNIX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	HWNIX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	HWNIX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	HWNIX vs FAERX

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
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	47	11.92%	—	Dec 2002	HWNIX vs HWAIX
HWHIX	Hotchkis & Wiley High Yield Fund	High Yield Bonds	46	1.20%	—	Mar 2009	HWNIX vs HWHIX
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	45	14.33%	—	Jun 2014	HWNIX vs HWVIX
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	62	15.24%	—	Jan 1997	HWNIX vs HWMIX
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	63	8.74%	—	Jun 1987	HWNIX vs HWLIX
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	41	16.50%	—	Sep 1985	HWNIX vs HWSIX
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	40	16.39%	—	Jun 2000	HWNIX vs HWSAX
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	43	9.76%	—	Jun 2020	HWNIX vs HWTIX
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	56	8.59%	—	Aug 2004	HWNIX vs HWCIX
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	34	7.97%	—	Dec 2012	HWNIX vs HWGIX

Often Compared With HWNIX

Investors most often compare HWNIX with HOMPX, GQJPX, KGIIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	53	18.91%	—	Jan 2021	HWNIX vs HOMPX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	26	6.04%	—	Jun 2021	HWNIX vs GQJPX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	82	9.65%	—	Jun 2015	HWNIX vs KGIIX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	13.48%	—	Jul 1998	HWNIX vs GTMIX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	11	4.35%	—	May 2015	HWNIX vs FSKLX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	20	6.34%	—	Dec 2016	HWNIX vs GSINX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	6.41%	—	Dec 2016	HWNIX vs GSIMX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	86	14.72%	—	Jun 2015	HWNIX vs PZRIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	29	6.18%	—	Oct 2016	HWNIX vs SIMYX
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	83	21.00%	—	Dec 2015	HWNIX vs STEZX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	88	12.83%	—	Jan 2014	HWNIX vs EPDPX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	49	14.24%	—	Jul 1997	HWNIX vs APHIX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	48	14.13%	—	Dec 1995	HWNIX vs ARTIX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	89	13.02%	—	Jan 2014	HWNIX vs EPDIX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	37	24.90%	—	May 2019	HWNIX vs JIJIX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	62	13.69%	—	Jun 2015	HWNIX vs PPYPX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	83	14.16%	—	Sep 2011	HWNIX vs PTSIX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	38	9.72%	—	Jun 1993	HWNIX vs TBGVX
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	88	16.43%	—	Aug 2010	HWNIX vs DFWVX
SSIFX	Sextant International Fund	Foreign Large Cap Equities	42	19.86%	—	Sep 1995	HWNIX vs SSIFX

Compare HWNIX with Any Fund or Stock

Compare HWNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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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.

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Hotchkis & Wiley International Value Fund (HWNIX) Alternatives