ARSVX vs. HWSAX
Compare and contrast key facts about AMG River Road Small Cap Value Fund (ARSVX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
ARSVX is managed by AMG. It was launched on Jun 28, 2005. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
ARSVX vs. HWSAX - Performance Comparison
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ARSVX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | -4.60% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
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
In the year-to-date period, ARSVX achieves a -4.60% return, which is significantly lower than HWSAX's 7.13% return. Over the past 10 years, ARSVX has underperformed HWSAX with an annualized return of 8.72%, while HWSAX has yielded a comparatively higher 9.77% annualized return.
ARSVX
- 1D
- -0.07%
- 1M
- -4.87%
- YTD
- -4.60%
- 6M
- -13.25%
- 1Y
- -8.00%
- 3Y*
- 4.18%
- 5Y*
- 3.03%
- 10Y*
- 8.72%
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%
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ARSVX vs. HWSAX - Expense Ratio Comparison
ARSVX has a 1.35% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
ARSVX vs. HWSAX — Risk / Return Rank
ARSVX
HWSAX
ARSVX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small Cap Value Fund (ARSVX) 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.
| ARSVX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 0.72 | -1.11 |
Sortino ratioReturn per unit of downside risk | -0.40 | 1.15 | -1.54 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.16 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.56 | 0.91 | -1.47 |
Martin ratioReturn relative to average drawdown | -1.38 | 3.37 | -4.75 |
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
| ARSVX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 0.72 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.42 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.40 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.47 | -0.08 |
Correlation
The correlation between ARSVX and HWSAX is 0.90, 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
ARSVX vs. HWSAX - Dividend Comparison
ARSVX has not paid dividends to shareholders, while HWSAX's dividend yield for the trailing twelve months is around 0.65%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | 0.00% | 0.00% | 8.50% | 4.78% | 3.87% | 7.75% | 0.00% | 12.10% | 13.01% | 14.96% | 4.96% | 6.51% |
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
ARSVX vs. HWSAX - Drawdown Comparison
The maximum ARSVX drawdown since its inception was -54.85%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for ARSVX and HWSAX.
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Drawdown Indicators
| ARSVX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.85% | -72.14% | +17.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -16.44% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -26.98% | +7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -53.82% | +13.30% |
Current DrawdownCurrent decline from peak | -16.96% | -2.78% | -14.18% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -11.03% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 4.43% | +2.29% |
Volatility
ARSVX vs. HWSAX - Volatility Comparison
The current volatility for AMG River Road Small Cap Value Fund (ARSVX) is 3.83%, while Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) has a volatility of 4.15%. This indicates that ARSVX 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
| ARSVX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 4.15% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 12.90% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.60% | 23.98% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 21.70% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 24.64% | -5.27% |