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Hotchkis & Wiley Small Cap Value Fund (HWSIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to HWSIX

HWSIX charges 1.06% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HWSIX alternatives.


Best Risk-Adjusted Alternatives to HWSIX

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.


Top Performing HWSIX Alternatives (YTD)

HWSIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.


Lowest Volatility Alternatives to HWSIX

HWSIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to HWSIX

HWSIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.


Other Mutual Funds from Hotchkis & Wiley

Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.


Often Compared With HWSIX

What investors most often compare with HWSIX, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
Avantis US Small Cap Value ETFSmall Cap Value Equities
74
8.60%
Sep 24, 2019HWSIX vs AVUV
iShares Russell 2000 ETFSmall Cap Blend Equities
69
0.93%
May 22, 2000HWSIX vs IWM
Heartland Value Plus FundSmall Cap Value Equities
22
2.25%
Oct 26, 1993HWSIX vs HRVIX
Columbia Select Small Cap Value FundSmall Cap Value Equities
55
5.82%
Apr 25, 1997HWSIX vs SSCVX
Hartford Small Cap Value FundSmall Cap Value Equities
19
0.00%
Dec 31, 2004HWSIX vs HSMYX
Invesco Small Cap Value FundSmall Cap Value Equities
71
6.56%
Jun 21, 1999HWSIX vs VSCAX
Columbia Small Cap Value Fund ISmall Cap Value Equities
51
-1.68%
Jul 25, 1986HWSIX vs CSMIX
AB Small Cap Value PortfolioSmall Cap Value Equities
32
5.45%
Dec 3, 2014HWSIX vs SCYVX
Bridgeway Ultra Small Company FundSmall Cap Value Equities
23
-6.03%
Aug 5, 1994HWSIX vs BRUSX
Delaware Small Cap Value FundSmall Cap Value Equities
41
3.11%
Jun 24, 1987HWSIX vs DEVLX
Fidelity Advisor Small Cap Value Fund Class ASmall Cap Value Equities
25
-0.94%
Nov 3, 2004HWSIX vs FCVAX
VALIC Company I Small Cap Special Values FundSmall Cap Value Equities
6
-1.92%
Dec 5, 2005HWSIX vs VSSVX
Dean Small Cap Value FundSmall Cap Value Equities
33
2.13%
May 28, 1997HWSIX vs DASCX
James Small Cap FundSmall Cap Value Equities
51
1.60%
Oct 2, 1998HWSIX vs JASCX
MFS New Discovery Value FundSmall Cap Value Equities
14
-1.01%
May 26, 2011HWSIX vs NDVIX
PIMCO RAE PLUS Small FundSmall Cap Value Equities
28
-2.10%
Sep 30, 2011HWSIX vs PCFIX
Principal SmallCap Value Fund IISmall Cap Value Equities
42
2.19%
Jun 1, 2004HWSIX vs PPVIX
T. Rowe Price Small-Cap Value Fund Class ISmall Cap Value Equities
78
1.00%
Aug 28, 2015HWSIX vs PRVIX
Rydex S&P MidCap 400 Pure Value FundSmall Cap Value Equities
19
-0.28%
Feb 20, 2004HWSIX vs RYMMX
ProFunds Small Cap Value FundSmall Cap Value Equities
36
1.43%
Sep 4, 2001HWSIX vs SVPIX

Compare HWSIX with Any Fund or Stock

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