Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) 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 HWVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWVIX
HWVIX charges 0.80% annually. There are 19 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 | HWVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | HWVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | HWVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | HWVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | HWVIX vs VRTVX |
Best Risk-Adjusted Alternatives to HWVIX
HWVIX has a PortfoliosLab risk / return rank of 84. There are 41 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | HWVIX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | HWVIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | HWVIX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | HWVIX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | HWVIX vs TASVX |
Top Performing HWVIX Alternatives (YTD)
HWVIX is at 23.01% YTD. There are 38 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | HWVIX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | HWVIX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | HWVIX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | HWVIX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | HWVIX vs RYSEX |
Lowest Volatility Alternatives to HWVIX
HWVIX has 16.66% 1-year volatility. There are 45 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | HWVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | HWVIX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | HWVIX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | HWVIX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | HWVIX vs ARSMX |
Lowest Drawdown Alternatives to HWVIX
HWVIX has a 1-year max drawdown of -8.57%. There are 21 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 | HWVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | HWVIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | HWVIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | HWVIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | HWVIX vs TSLTX |
Other Mutual Funds from Hotchkis & Wiley
The 10 most viewed Hotchkis & Wiley mutual funds shown here include HWAIX, HWHIX, HWMIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 57 | 12.52% | — | Dec 2002 | HWVIX vs HWAIX | |
| Hotchkis & Wiley High Yield Fund | High Yield Bonds | 36 | 1.32% | — | Mar 2009 | HWVIX vs HWHIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 85 | 20.98% | — | Jan 1997 | HWVIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 71 | 25.43% | — | Jun 2000 | HWVIX vs HWSAX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 72 | 25.58% | — | Sep 1985 | HWVIX vs HWSIX | |
| Hotchkis & Wiley Large Cap Value Fund | Large Cap Value Equities | 83 | 11.34% | — | Jun 1987 | HWVIX vs HWLIX | |
| Hotchkis & Wiley International Small Cap Diversifi... | Foreign Small & Mid Cap Equities | 80 | 15.58% | — | Jun 2020 | HWVIX vs HWTIX | |
| Hotchkis & Wiley Global Value Fund | Global Equities | 69 | 11.41% | — | Dec 2012 | HWVIX vs HWGIX | |
| Hotchkis & Wiley Diversified Value Fund | Large Cap Value Equities | 83 | 12.12% | — | Aug 2004 | HWVIX vs HWCIX | |
| Hotchkis & Wiley International Value Fund | Foreign Large Cap Equities | 85 | 17.75% | — | Dec 2015 | HWVIX vs HWNIX |
Often Compared With HWVIX
Investors most often compare HWVIX with VTSNX, AVUV, HOMPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HWVIX with Any Fund or Stock
Compare HWVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWVIX with funds that move differently
Hotchkis & Wiley Small Cap Diversified Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWVIX.
Explore HWVIX Diversifiers