Hotchkis & Wiley Small Cap Value Fund (HWSIX) 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 HWSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWSIX
HWSIX charges 1.06% annually. There are 64 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 | HWSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HWSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | HWSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HWSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HWSIX vs VRTVX |
Best Risk-Adjusted Alternatives to HWSIX
HWSIX has a PortfoliosLab risk / return rank of 72. There are 83 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | HWSIX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | HWSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | HWSIX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | HWSIX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | HWSIX vs TASVX |
Top Performing HWSIX Alternatives (YTD)
HWSIX is at 25.58% YTD. There are 9 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | HWSIX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | HWSIX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | HWSIX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | HWSIX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | HWSIX vs RYSEX |
Lowest Volatility Alternatives to HWSIX
HWSIX has 16.48% 1-year volatility. There are 36 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | HWSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | HWSIX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | HWSIX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | HWSIX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | HWSIX vs ARSMX |
Lowest Drawdown Alternatives to HWSIX
HWSIX has a 1-year max drawdown of -10.01%. There are 62 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 | HWSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HWSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HWSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HWSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HWSIX 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.
Often Compared With HWSIX
Investors most often compare HWSIX with AVUV, IWM, HOMPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HWSIX with Any Fund or Stock
Compare HWSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWSIX with funds that move differently
Hotchkis & Wiley Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWSIX.
Explore HWSIX Diversifiers