Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HWSAX
HWSAX charges 1.21% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HWSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HWSAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HWSAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HWSAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HWSAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HWSAX vs VSMVX |
Best Risk-Adjusted Alternatives to HWSAX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HWSAX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HWSAX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HWSAX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HWSAX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HWSAX vs MMEYX |
Top Performing HWSAX Alternatives (YTD)
HWSAX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | HWSAX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | HWSAX vs HWSIX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HWSAX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HWSAX vs MMEYX | |
| Bridgeway Omni Small-Cap Value Fund | 6.76% | Aug 31, 2011 | HWSAX vs BOSVX |
Lowest Volatility Alternatives to HWSAX
HWSAX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | HWSAX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HWSAX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HWSAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HWSAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HWSAX vs TASCX |
Lowest Drawdown Alternatives to HWSAX
HWSAX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | HWSAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HWSAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HWSAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HWSAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HWSAX vs JMCRX |
Other Mutual Funds from Hotchkis & Wiley
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Often Compared With HWSAX
What investors most often compare with HWSAX, 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.