BBVSX vs. HWMIX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
BBVSX vs. HWMIX - Performance Comparison
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BBVSX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 2.45% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
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, BBVSX achieves a 2.45% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, BBVSX has underperformed HWMIX with an annualized return of 8.41%, while HWMIX has yielded a comparatively higher 9.08% annualized return.
BBVSX
- 1D
- 2.45%
- 1M
- -5.95%
- YTD
- 2.45%
- 6M
- -7.12%
- 1Y
- 4.10%
- 3Y*
- 8.01%
- 5Y*
- 4.76%
- 10Y*
- 8.41%
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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BBVSX vs. HWMIX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
BBVSX vs. HWMIX — Risk / Return Rank
BBVSX
HWMIX
BBVSX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) 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.
| BBVSX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.93 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.41 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.35 | -1.13 |
Martin ratioReturn relative to average drawdown | 0.58 | 5.49 | -4.91 |
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
| BBVSX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.93 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.44 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.36 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.47 | -0.13 |
Correlation
The correlation between BBVSX 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
BBVSX vs. HWMIX - Dividend Comparison
BBVSX has not paid dividends to shareholders, while HWMIX's dividend yield for the trailing twelve months is around 1.31%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
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
BBVSX vs. HWMIX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for BBVSX and HWMIX.
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Drawdown Indicators
| BBVSX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -69.84% | +26.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -16.87% | +3.35% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -25.90% | +2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -63.21% | +19.79% |
Current DrawdownCurrent decline from peak | -10.79% | -3.32% | -7.47% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -10.89% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 4.15% | +1.19% |
Volatility
BBVSX vs. HWMIX - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.67% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that BBVSX'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
| BBVSX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 4.30% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 12.42% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 23.86% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 22.34% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 25.62% | -4.64% |