ARGFX vs. HWMIX
Compare and contrast key facts about Ariel Fund (ARGFX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
ARGFX is managed by Ariel Investments. It was launched on Nov 6, 1986. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
ARGFX vs. HWMIX - Performance Comparison
Loading graphics...
ARGFX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARGFX Ariel Fund | -1.48% | 14.08% | 11.56% | 15.78% | -18.68% | 30.29% | 10.05% | 24.64% | -13.59% | 15.99% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, ARGFX achieves a -1.48% return, which is significantly lower than HWMIX's 6.74% return. Both investments have delivered pretty close results over the past 10 years, with ARGFX having a 9.35% annualized return and HWMIX not far behind at 9.08%.
ARGFX
- 1D
- 3.37%
- 1M
- -7.96%
- YTD
- -1.48%
- 6M
- 1.18%
- 1Y
- 22.08%
- 3Y*
- 10.82%
- 5Y*
- 4.86%
- 10Y*
- 9.35%
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARGFX vs. HWMIX - Expense Ratio Comparison
ARGFX has a 1.00% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
ARGFX vs. HWMIX — Risk / Return Rank
ARGFX
HWMIX
ARGFX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel Fund (ARGFX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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.
| ARGFX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.93 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.41 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.35 | +0.08 |
Martin ratioReturn relative to average drawdown | 4.66 | 5.49 | -0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARGFX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.93 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.44 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.36 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.47 | +0.06 |
Correlation
The correlation between ARGFX and HWMIX is 0.86, 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
ARGFX vs. HWMIX - Dividend Comparison
ARGFX's dividend yield for the trailing twelve months is around 11.98%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGFX Ariel Fund | 11.98% | 11.80% | 5.49% | 5.09% | 9.01% | 5.56% | 5.33% | 5.81% | 10.35% | 6.30% | 6.56% | 16.28% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
ARGFX vs. HWMIX - Drawdown Comparison
The maximum ARGFX drawdown since its inception was -71.02%, roughly equal to the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for ARGFX and HWMIX.
Loading graphics...
Drawdown Indicators
| ARGFX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.02% | -69.84% | -1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -15.50% | -16.87% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -33.00% | -25.90% | -7.10% |
Max Drawdown (10Y)Largest decline over 10 years | -45.29% | -63.21% | +17.92% |
Current DrawdownCurrent decline from peak | -9.41% | -3.32% | -6.09% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -10.89% | +2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 4.15% | +0.61% |
Volatility
ARGFX vs. HWMIX - Volatility Comparison
Ariel Fund (ARGFX) has a higher volatility of 7.12% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that ARGFX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARGFX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 4.30% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 14.19% | 12.42% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.69% | 23.86% | +0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 22.34% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.77% | 25.62% | -2.85% |