ARSMX vs. HWSAX
Compare and contrast key facts about AMG River Road Small-Mid Cap Value Fund (ARSMX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
ARSMX is managed by AMG. It was launched on Mar 29, 2007. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
ARSMX vs. HWSAX - Performance Comparison
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ARSMX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | -1.68% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 34.82% | -6.44% | 15.26% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | 1.38% | 4.77% | 18.56% | 2.81% | 35.32% | -0.50% | 20.26% | -15.23% | 7.39% |
Returns By Period
In the year-to-date period, ARSMX achieves a -1.68% return, which is significantly lower than HWSAX's 9.00% return. Over the past 10 years, ARSMX has underperformed HWSAX with an annualized return of 9.48%, while HWSAX has yielded a comparatively higher 9.96% annualized return.
ARSMX
- 1D
- 1.41%
- 1M
- -4.29%
- YTD
- -1.68%
- 6M
- -4.87%
- 1Y
- 0.11%
- 3Y*
- 7.27%
- 5Y*
- 4.09%
- 10Y*
- 9.48%
HWSAX
- 1D
- 1.75%
- 1M
- 0.95%
- YTD
- 9.00%
- 6M
- 7.38%
- 1Y
- 18.60%
- 3Y*
- 10.15%
- 5Y*
- 9.03%
- 10Y*
- 9.96%
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ARSMX vs. HWSAX - Expense Ratio Comparison
ARSMX has a 1.27% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
ARSMX vs. HWSAX — Risk / Return Rank
ARSMX
HWSAX
ARSMX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small-Mid Cap Value Fund (ARSMX) 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.
| ARSMX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | 0.78 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.18 | 1.22 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.17 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.07 | 1.17 | -1.24 |
Martin ratioReturn relative to average drawdown | -0.21 | 4.34 | -4.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARSMX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.78 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.42 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.41 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.47 | -0.12 |
Correlation
The correlation between ARSMX and HWSAX is 0.91, 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
ARSMX vs. HWSAX - Dividend Comparison
ARSMX has not paid dividends to shareholders, while HWSAX's dividend yield for the trailing twelve months is around 0.64%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | 0.00% | 0.00% | 9.27% | 3.89% | 4.85% | 5.86% | 0.00% | 3.60% | 8.60% | 15.66% | 8.03% | 17.82% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 0.64% | 0.69% | 8.19% | 1.79% | 13.39% | 0.22% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.67% |
Drawdowns
ARSMX vs. HWSAX - Drawdown Comparison
The maximum ARSMX drawdown since its inception was -51.75%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for ARSMX and HWSAX.
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Drawdown Indicators
| ARSMX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.75% | -72.14% | +20.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -16.44% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -19.34% | -26.98% | +7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -53.82% | +10.86% |
Current DrawdownCurrent decline from peak | -9.05% | -1.09% | -7.96% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -11.03% | +2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 4.43% | -0.36% |
Volatility
ARSMX vs. HWSAX - Volatility Comparison
The current volatility for AMG River Road Small-Mid Cap Value Fund (ARSMX) is 4.00%, while Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) has a volatility of 4.45%. This indicates that ARSMX experiences smaller price fluctuations and is considered to be less risky than HWSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSMX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 4.45% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 12.99% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 23.99% | -5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 21.71% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 24.65% | -5.05% |