Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) belongs to the Small 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 HWSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWSAX
HWSAX charges 1.21% annually. There are 85 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | HWSAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HWSAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | HWSAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HWSAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HWSAX vs VSMVX |
Best Risk-Adjusted Alternatives to HWSAX
HWSAX has a PortfoliosLab risk / return rank of 46. There are 78 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | HWSAX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | HWSAX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | HWSAX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | HWSAX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | HWSAX vs WSCVX |
Top Performing HWSAX Alternatives (YTD)
HWSAX is at 17.59% YTD. There are 41 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | HWSAX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | HWSAX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | HWSAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | HWSAX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | HWSAX vs QRSVX |
Lowest Volatility Alternatives to HWSAX
HWSAX has 17.23% 1-year volatility. There are 57 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | HWSAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | HWSAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | HWSAX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | HWSAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | HWSAX vs ARSMX |
Lowest Drawdown Alternatives to HWSAX
HWSAX has a 1-year max drawdown of -10.06%. There are 66 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | HWSAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HWSAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HWSAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HWSAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HWSAX vs TSLTX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 45 | 11.36% | — | Dec 2002 | HWSAX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 44 | 1.20% | — | Mar 2009 | HWSAX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 50 | 15.13% | — | Jun 2014 | HWSAX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 64 | 15.50% | — | Jan 1997 | HWSAX vs HWMIX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 65 | 9.07% | — | Jun 1987 | HWSAX vs HWLIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 47 | 17.70% | — | Sep 1985 | HWSAX vs HWSIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 58 | 8.96% | — | Aug 2004 | HWSAX vs HWCIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 39 | 9.68% | — | Jun 2020 | HWSAX vs HWTIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 33 | 8.04% | — | Dec 2012 | HWSAX vs HWGIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 50 | 14.76% | — | Dec 2015 | HWSAX vs HWNIX |
Often Compared With HWSAX
Investors most often compare HWSAX with VINIX, HOMPX, SCYVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HWSAX with Any Fund or Stock
Compare HWSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWSAX with funds that move differently
Hotchkis & Wiley Small Cap Value Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWSAX.
Explore HWSAX Diversifiers