Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HWTIX
HWTIX charges 0.99% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among HWTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | HWTIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | HWTIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | HWTIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | HWTIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | HWTIX vs DFVQX |
Best Risk-Adjusted Alternatives to HWTIX
Among mutual funds in the Foreign Small & Mid Cap 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 | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | HWTIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | HWTIX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | HWTIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | HWTIX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | HWTIX vs AVDVX |
Top Performing HWTIX Alternatives (YTD)
HWTIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | HWTIX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | HWTIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | HWTIX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | HWTIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | HWTIX vs KGGAX |
Lowest Volatility Alternatives to HWTIX
HWTIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | HWTIX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | HWTIX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | HWTIX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | HWTIX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | HWTIX vs HLMSX |
Lowest Drawdown Alternatives to HWTIX
HWTIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | HWTIX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | HWTIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | HWTIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | HWTIX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | HWTIX vs GISOX |
Other Mutual Funds from Hotchkis & Wiley
Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.
Often Compared With HWTIX
What investors most often compare with HWTIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis International Small Cap Value ETF | Foreign Small & Mid Cap Equities | 96 | 6.39% | Sep 24, 2019 | HWTIX vs AVDV | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | HWTIX vs ALOIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 51 | -2.63% | May 27, 2003 | HWTIX vs FTISX | |
| Calamos International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 59 | 2.83% | Mar 30, 2022 | HWTIX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 82 | 0.85% | Nov 30, 1993 | HWTIX vs LZISX |
Compare HWTIX with Any Fund or Stock
Compare HWTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.