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% | 13.80B | Feb 2019 | HWTIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | HWTIX vs AVDVX |
Best Risk-Adjusted Alternatives to HWTIX
HWTIX has a PortfoliosLab risk / return rank of 83. There are 3 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | HWTIX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | HWTIX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | HWTIX vs AVANX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | HWTIX vs FMNEX | |
| DFA International Vector Equity Portfolio | 80 | — | Aug 2008 | HWTIX vs DFVQX |
Top Performing HWTIX Alternatives (YTD)
HWTIX is at 16.77% YTD. There are 5 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | HWTIX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | HWTIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | HWTIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | HWTIX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | HWTIX vs YASLX |
Lowest Volatility Alternatives to HWTIX
HWTIX has 12.86% 1-year volatility. There are 5 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | HWTIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | HWTIX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | HWTIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | HWTIX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | HWTIX vs QUSIX |
Lowest Drawdown Alternatives to HWTIX
HWTIX has a 1-year max drawdown of -10.75%. There are 13 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 | |
| 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 | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | HWTIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | HWTIX vs YASLX |
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 | 63 | 12.32% | — | Dec 2002 | HWTIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 48 | 1.22% | — | Mar 2009 | HWTIX vs HWHIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | Small Cap Value Equities | 83 | 23.09% | — | Jun 2014 | HWTIX vs HWVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 86 | 21.22% | — | Jan 1997 | HWTIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 76 | 25.83% | — | Jun 2000 | HWTIX vs HWSAX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 77 | 26.00% | — | Sep 1985 | HWTIX vs HWSIX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 83 | 11.63% | — | Jun 1987 | HWTIX vs HWLIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 69 | 11.62% | — | Dec 2012 | HWTIX vs HWGIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 82 | 12.22% | — | Aug 2004 | HWTIX vs HWCIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 85 | 17.98% | — | Dec 2015 | HWTIX vs HWNIX |
Often Compared With HWTIX
Investors most often compare HWTIX with AVDV, HOMPX, KGGAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
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