BPSCX vs. HWSAX
Compare and contrast key facts about Boston Partners Small Cap Value Fund II (BPSCX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
BPSCX is managed by Boston Partners. It was launched on Jul 1, 1998. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
BPSCX vs. HWSAX - Performance Comparison
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BPSCX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPSCX Boston Partners Small Cap Value Fund II | -1.66% | 7.15% | 13.65% | 16.96% | -11.69% | 25.42% | 1.30% | 27.75% | -16.64% | 9.44% |
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, BPSCX achieves a -1.66% return, which is significantly lower than HWSAX's 7.13% return. Over the past 10 years, BPSCX has underperformed HWSAX with an annualized return of 8.49%, while HWSAX has yielded a comparatively higher 9.77% annualized return.
BPSCX
- 1D
- -0.34%
- 1M
- -6.66%
- YTD
- -1.66%
- 6M
- -2.48%
- 1Y
- 12.02%
- 3Y*
- 11.08%
- 5Y*
- 5.60%
- 10Y*
- 8.49%
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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BPSCX vs. HWSAX - Expense Ratio Comparison
BPSCX has a 1.24% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
BPSCX vs. HWSAX — Risk / Return Rank
BPSCX
HWSAX
BPSCX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Small Cap Value Fund II (BPSCX) 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.
| BPSCX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.72 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.15 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.91 | -0.13 |
Martin ratioReturn relative to average drawdown | 2.46 | 3.37 | -0.90 |
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
| BPSCX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.72 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.42 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.47 | -0.02 |
Correlation
The correlation between BPSCX and HWSAX is 0.93, 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
BPSCX vs. HWSAX - Dividend Comparison
BPSCX's dividend yield for the trailing twelve months is around 8.21%, more than HWSAX's 0.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPSCX Boston Partners Small Cap Value Fund II | 8.21% | 8.07% | 15.19% | 13.27% | 7.76% | 7.12% | 0.32% | 2.26% | 6.95% | 4.44% | 2.09% | 5.24% |
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
BPSCX vs. HWSAX - Drawdown Comparison
The maximum BPSCX drawdown since its inception was -62.69%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for BPSCX and HWSAX.
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Drawdown Indicators
| BPSCX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.69% | -72.14% | +9.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -16.44% | +3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -26.98% | +4.79% |
Max Drawdown (10Y)Largest decline over 10 years | -47.80% | -53.82% | +6.02% |
Current DrawdownCurrent decline from peak | -8.57% | -2.78% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -11.03% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 4.43% | -0.47% |
Volatility
BPSCX vs. HWSAX - Volatility Comparison
Boston Partners Small Cap Value Fund II (BPSCX) has a higher volatility of 4.71% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.15%. This indicates that BPSCX's price experiences larger fluctuations and is considered to be riskier 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
| BPSCX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.15% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 12.90% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 23.98% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.02% | 21.70% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 24.64% | -1.97% |