ARTQX vs. HWMIX
Compare and contrast key facts about Artisan Mid Cap Value Fund (ARTQX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
ARTQX is managed by Artisan. It was launched on Mar 28, 2001. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
ARTQX vs. HWMIX - Performance Comparison
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ARTQX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | -4.93% | 1.88% | 4.47% | 18.32% | -12.93% | 26.44% | 5.49% | 23.46% | -13.87% | 12.42% |
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, ARTQX achieves a -4.93% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, ARTQX has underperformed HWMIX with an annualized return of 6.72%, while HWMIX has yielded a comparatively higher 9.08% annualized return.
ARTQX
- 1D
- 2.03%
- 1M
- -5.89%
- YTD
- -4.93%
- 6M
- -3.64%
- 1Y
- -2.01%
- 3Y*
- 4.51%
- 5Y*
- 2.48%
- 10Y*
- 6.72%
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%
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ARTQX vs. HWMIX - Expense Ratio Comparison
ARTQX has a 1.21% expense ratio, which is higher than HWMIX's 1.01% expense ratio.
Return for Risk
ARTQX vs. HWMIX — Risk / Return Rank
ARTQX
HWMIX
ARTQX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Value Fund (ARTQX) 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.
| ARTQX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | 0.93 | -1.04 |
Sortino ratioReturn per unit of downside risk | -0.02 | 1.41 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.21 | 1.35 | -1.56 |
Martin ratioReturn relative to average drawdown | -0.62 | 5.49 | -6.12 |
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
| ARTQX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 0.93 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.44 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.36 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.47 | -0.04 |
Correlation
The correlation between ARTQX and HWMIX 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
ARTQX vs. HWMIX - Dividend Comparison
ARTQX's dividend yield for the trailing twelve months is around 7.63%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | 7.63% | 7.26% | 4.20% | 17.42% | 21.33% | 14.18% | 1.86% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% |
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
ARTQX vs. HWMIX - Drawdown Comparison
The maximum ARTQX drawdown since its inception was -52.64%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for ARTQX and HWMIX.
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Drawdown Indicators
| ARTQX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.64% | -69.84% | +17.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -16.87% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -25.90% | +4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.46% | -63.21% | +18.75% |
Current DrawdownCurrent decline from peak | -9.64% | -3.32% | -6.32% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -10.89% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.15% | +0.09% |
Volatility
ARTQX vs. HWMIX - Volatility Comparison
Artisan Mid Cap Value Fund (ARTQX) has a higher volatility of 4.88% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that ARTQX'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.
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Volatility by Period
| ARTQX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.30% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 12.42% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.39% | 23.86% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.46% | 22.34% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.50% | 25.62% | -4.12% |