Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HWVIX
HWVIX charges 0.80% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among HWVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | HWVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | HWVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HWVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | HWVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | HWVIX vs VRTVX |
Best Risk-Adjusted Alternatives to HWVIX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | HWVIX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | HWVIX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | HWVIX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | HWVIX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | HWVIX vs HRTVX |
Top Performing HWVIX Alternatives (YTD)
HWVIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | HWVIX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | HWVIX vs VSCAX | |
| Bridgeway Omni Small-Cap Value Fund | 8.69% | Aug 31, 2011 | HWVIX vs BOSVX | |
| Columbia Select Small Cap Value Fund | 8.57% | Apr 25, 1997 | HWVIX vs SSCVX | |
| Brandes Small Cap Value Fund | 8.18% | Jan 2, 2018 | HWVIX vs BSCMX |
Lowest Volatility Alternatives to HWVIX
HWVIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | HWVIX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | HWVIX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | HWVIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | HWVIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | HWVIX vs TASCX |
Lowest Drawdown Alternatives to HWVIX
HWVIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | HWVIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | HWVIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | HWVIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | HWVIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | HWVIX vs JMCRX |
Other Mutual Funds from Hotchkis & Wiley
Most popular Hotchkis & Wiley mutual funds on PortfoliosLab, across asset classes.
Often Compared With HWVIX
What investors most often compare with HWVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 69 | 8.80% | Sep 24, 2019 | HWVIX vs AVUV | |
| Vanguard Total International Stock Index Fund Inst... | Large Cap Blend Equities, Foreign Large Cap Equities | 86 | 1.74% | Nov 29, 2010 | HWVIX vs VTSNX | |
| HW Opportunities MP Fund | Mid Cap Value Equities | 39 | 5.07% | Jan 27, 2021 | HWVIX vs HOMPX | |
| Victory Integrity Discovery Fund | Small Cap Value Equities | 78 | 6.96% | Dec 26, 1996 | HWVIX vs MMEYX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | HWVIX vs PRVIX |
Compare HWVIX with Any Fund or Stock
Compare HWVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.