ANCIX vs. HWSAX

Last updated Apr 1, 2026

Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).

ANCIX is managed by Ancora. It was launched on Sep 2, 2008. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.

Performance

ANCIX vs. HWSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora MicroCap Fund (ANCIX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX). The values are adjusted to include any dividend payments, if applicable.

ANCIX vs. HWSAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ANCIX Ancora MicroCap Fund	5.35%	-2.35%	-2.06%	24.98%	-7.92%	37.42%	4.59%	10.98%	-22.08%	17.97%
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A	7.13%	1.38%	4.77%	18.56%	2.81%	35.32%	-0.50%	20.26%	-15.23%	7.39%

Returns By Period

ANCIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HWSAX

• 1D: -0.30%
• 1M: -0.14%
• YTD: 7.13%
• 6M: 5.59%
• 1Y: 16.59%
• 3Y*: 9.52%
• 5Y*: 9.01%
• 10Y*: 9.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ANCIX vs. HWSAX - Expense Ratio Comparison

ANCIX has a 1.74% expense ratio, which is higher than HWSAX's 1.21% expense ratio.

ANCIX

Ancora MicroCap Fund

HWSAX

Hotchkis & Wiley Small Cap Value Fund Class A

Return for Risk

ANCIX vs. HWSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HWSAX

HWSAX Risk / Return Rank: 32
HWSAX Sharpe Ratio Rank: 30
HWSAX Sortino Ratio Rank: 33
HWSAX Omega Ratio Rank: 32
HWSAX Calmar Ratio Rank: 33
HWSAX Martin Ratio Rank: 31

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANCIX vs. HWSAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ANCIX	HWSAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.72	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.42	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.40	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.47	—

Correlation

The correlation between ANCIX and HWSAX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ANCIX vs. HWSAX - Dividend Comparison

ANCIX's dividend yield for the trailing twelve months is around 15.21%, more than HWSAX's 0.65% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANCIX Ancora MicroCap Fund	15.21%	4.30%	0.00%	4.57%	0.00%	0.00%	0.00%	1.52%	14.15%	7.81%	1.60%	15.56%
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A	0.65%	0.69%	8.19%	1.79%	13.39%	0.22%	0.63%	4.62%	9.45%	4.80%	0.00%	11.67%

Drawdowns

Drawdown Indicators

	ANCIX	HWSAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-72.14%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.98%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-53.82%	—
Current Drawdown Current decline from peak	—	-2.78%	—
Average Drawdown Average peak-to-trough decline	—	-11.03%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.43%	—

Volatility

Volatility by Period

	ANCIX	HWSAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.15%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.98%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.70%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	24.64%	—