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% | 65.50B | 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 32. There are 105 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | HWSIX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | HWSIX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | HWSIX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | HWSIX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | HWSIX vs AVALX |
Top Performing HWSIX Alternatives (YTD)
HWSIX is at 15.23% YTD. There are 91 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | HWSIX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | HWSIX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | HWSIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | HWSIX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | HWSIX vs WSCVX |
Lowest Volatility Alternatives to HWSIX
HWSIX has 17.18% 1-year volatility. There are 47 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | HWSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | HWSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | HWSIX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | HWSIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | HWSIX vs ARSMX |
Lowest Drawdown Alternatives to HWSIX
HWSIX has a 1-year max drawdown of -10.01%. There are 63 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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 22 | 5.16% | — | Dec 2002 | HWSIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 37 | 0.92% | — | Mar 2009 | HWSIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 49 | 15.76% | — | Jun 2014 | HWSIX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 44 | 11.07% | — | Jan 1997 | HWSIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 32 | 15.10% | — | Jun 2000 | HWSIX vs HWSAX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 49 | 5.16% | — | Jun 1987 | HWSIX vs HWLIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 49 | 9.76% | — | Jun 2020 | HWSIX vs HWTIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 27 | 4.97% | — | Dec 2012 | HWSIX vs HWGIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 42 | 5.13% | — | Aug 2004 | HWSIX vs HWCIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 56 | 13.36% | — | Dec 2015 | HWSIX vs HWNIX |
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