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 254 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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	HWNIX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	HWNIX vs FSOSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	HWNIX vs FSGEX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	HWNIX vs FHLFX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	HWNIX vs FIGSX

Best Risk-Adjusted Alternatives to HWNIX

HWNIX has a PortfoliosLab risk / return rank of 85. There are 34 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	HWNIX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	HWNIX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	HWNIX vs PTSIX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	HWNIX vs SWRLX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	HWNIX vs VIHAX

Top Performing HWNIX Alternatives (YTD)

HWNIX is at 17.75% YTD. There are 14 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	22.83%	—	Dec 2004	HWNIX vs DCINX
QFVOX	Pear Tree Polaris Foreign Value Fund	21.28%	—	May 1998	HWNIX vs QFVOX
GTMIX	GMO Tax-Managed International Equities Fund	21.02%	—	Jul 1998	HWNIX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.00%	—	Mar 1993	HWNIX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	20.64%	—	Jun 2006	HWNIX vs GIOTX

Lowest Volatility Alternatives to HWNIX

HWNIX has 14.76% 1-year volatility. There are 119 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	HWNIX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	HWNIX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	HWNIX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	HWNIX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	HWNIX vs FAERX

Lowest Drawdown Alternatives to HWNIX

HWNIX has a 1-year max drawdown of -11.63%. There are 192 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
FAOAX	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
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	57	12.52%	—	Dec 2002	HWNIX vs HWAIX
HWHIX	Hotchkis & Wiley High Yield Fund	High Yield Bonds	36	1.32%	—	Mar 2009	HWNIX vs HWHIX
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	84	23.01%	—	Jun 2014	HWNIX vs HWVIX
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	85	20.98%	—	Jan 1997	HWNIX vs HWMIX
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	71	25.43%	—	Jun 2000	HWNIX vs HWSAX
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	72	25.58%	—	Sep 1985	HWNIX vs HWSIX
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	83	11.34%	—	Jun 1987	HWNIX vs HWLIX
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	80	15.58%	—	Jun 2020	HWNIX vs HWTIX
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	69	11.41%	—	Dec 2012	HWNIX vs HWGIX
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	83	12.12%	—	Aug 2004	HWNIX vs HWCIX

Often Compared With HWNIX

Investors most often compare HWNIX with HOMPX, GQJPX, JIJIX. These 20 comparison targets span 5 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	60	17.65%	—	Jan 2021	HWNIX vs HOMPX
GQJPX	GQG Partners International Quality Dividend Income...	Quality Factor, Foreign Large Cap Equities	68	10.50%	—	Jun 2021	HWNIX vs GQJPX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	23	12.83%	—	May 2019	HWNIX vs JIJIX
SSIFX	Sextant International Fund	Foreign Large Cap Equities	39	15.01%	—	Sep 1995	HWNIX vs SSIFX
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	26	17.07%	—	Mar 2005	HWNIX vs CIGIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities, Low Volatility	73	11.18%	—	Oct 2016	HWNIX vs SIMYX
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	90	15.79%	—	Aug 2010	HWNIX vs DFWVX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	62	4.88%	—	Jun 2015	HWNIX vs KGIIX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	54	8.14%	—	Dec 2016	HWNIX vs GSIMX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	54	15.47%	—	Jul 1997	HWNIX vs APHIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	84	8.63%	—	Jan 2014	HWNIX vs EPDPX
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	77	17.29%	—	Dec 2015	HWNIX vs STEZX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	77	13.38%	—	Jun 1993	HWNIX vs TBGVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities, Low Volatility	58	9.78%	—	May 2015	HWNIX vs FSKLX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	44	17.69%	—	Aug 1994	HWNIX vs TIVFX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	85	8.78%	—	Jan 2014	HWNIX vs EPDIX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	53	8.09%	—	Dec 2016	HWNIX vs GSINX
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	92	13.61%	—	Jul 2006	HWNIX vs THOIX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	92	15.51%	—	Jun 2015	HWNIX vs PZRIX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	53	15.34%	—	Dec 1995	HWNIX vs ARTIX

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