Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HWTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWTIX
HWTIX charges 0.99% annually. There are 23 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | HWTIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | HWTIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | HWTIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.90B | Feb 2019 | HWTIX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | HWTIX vs AVDVX |
Best Risk-Adjusted Alternatives to HWTIX
HWTIX has a PortfoliosLab risk / return rank of 43. There are 29 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | HWTIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | HWTIX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | HWTIX vs AVANX | |
| Avantis International Small Cap Value Fund | 83 | — | Dec 2019 | HWTIX vs AVDVX | |
| Virtus International Small-Cap Fund | 82 | — | Dec 1997 | HWTIX vs ALOIX |
Top Performing HWTIX Alternatives (YTD)
HWTIX is at 9.76% YTD. There are 52 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 44.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 44.16% | — | Sep 2021 | HWTIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 44.05% | — | Aug 2023 | HWTIX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 37.02% | — | Mar 2022 | HWTIX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 27.20% | — | Nov 1993 | HWTIX vs LZISX | |
| Artisan International Explorer Fund | 24.92% | — | May 2022 | HWTIX vs ARHBX |
Lowest Volatility Alternatives to HWTIX
HWTIX has 12.77% 1-year volatility. There are 17 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.01% | — | Jun 2014 | HWTIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.54% | — | Jun 2012 | HWTIX vs MIDLX | |
| MFS International New Discovery Fund | 11.56% | — | Oct 1997 | HWTIX vs MWNIX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.24% | — | May 2003 | HWTIX vs FTISX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.24% | — | Oct 2018 | HWTIX vs FIQIX |
Lowest Drawdown Alternatives to HWTIX
HWTIX has a 1-year max drawdown of -10.75%. There are 17 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | HWTIX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | HWTIX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | HWTIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | HWTIX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | HWTIX vs WISIX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWVIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 47 | 11.92% | — | Dec 2002 | HWTIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 46 | 1.20% | — | Mar 2009 | HWTIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 45 | 14.33% | — | Jun 2014 | HWTIX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 62 | 15.24% | — | Jan 1997 | HWTIX vs HWMIX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 63 | 8.74% | — | Jun 1987 | HWTIX vs HWLIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 41 | 16.50% | — | Sep 1985 | HWTIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 40 | 16.39% | — | Jun 2000 | HWTIX vs HWSAX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 56 | 8.59% | — | Aug 2004 | HWTIX vs HWCIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 34 | 7.97% | — | Dec 2012 | HWTIX vs HWGIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 54 | 14.61% | — | Dec 2015 | HWTIX vs HWNIX |
Often Compared With HWTIX
Investors most often compare HWTIX with AVDV, HOMPX, KGGAX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis International Small Cap Value ETF | Foreign Small & Mid Cap Equities | 80 | 16.89% | 19.44B | Sep 2019 | HWTIX vs AVDV | |
| HW Opportunities MP Fund | Mid Cap Value Equities | 53 | 18.91% | — | Jan 2021 | HWTIX vs HOMPX | |
| Kopernik Global All-Cap Fund Class A | Foreign Small & Mid Cap Equities | 81 | 10.36% | — | Nov 2013 | HWTIX vs KGGAX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 55 | 11.57% | — | Aug 2008 | HWTIX vs DFVQX | |
| Artisan International Small-Mid Fund | Foreign Small & Mid Cap Equities | 15 | 5.90% | — | Dec 2001 | HWTIX vs ARTJX | |
| Kopernik Global All-Cap Fund | Foreign Small & Mid Cap Equities | 82 | 10.44% | — | Oct 2013 | HWTIX vs KGGIX | |
| Harding Loevner International Small Companies Port... | Foreign Small & Mid Cap Equities | 8 | 7.33% | — | Mar 2007 | HWTIX vs HLMSX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 19 | 20.07% | — | Aug 2015 | HWTIX vs GISOX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 29 | 10.48% | — | May 2003 | HWTIX vs FIASX |
Compare HWTIX with Any Fund or Stock
Compare HWTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWTIX with funds that move differently
Hotchkis & Wiley International Small Cap Diversified Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWTIX.
Explore HWTIX Diversifiers