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.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HWSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HWSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HWSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HWSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HWSIX vs VSMVX |
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.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HWSIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | HWSIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | HWSIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | HWSIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | HWSIX vs MMEYX |
Top Performing HWSIX Alternatives (YTD)
HWSIX 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 | HWSIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | HWSIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | HWSIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | HWSIX vs MMEYX | |
| Bridgeway Omni Small-Cap Value Fund | 6.76% | Aug 31, 2011 | HWSIX vs BOSVX |
Lowest Volatility Alternatives to HWSIX
HWSIX 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 | HWSIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | HWSIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | HWSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | HWSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HWSIX vs TASCX |
Lowest Drawdown Alternatives to HWSIX
HWSIX 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 | HWSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HWSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HWSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HWSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HWSIX vs JMCRX |
Other Mutual Funds from Hotchkis & Wiley
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Often Compared With HWSIX
What investors most often compare with HWSIX, 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.