BPSCX vs. HWSIX
Compare and contrast key facts about Boston Partners Small Cap Value Fund II (BPSCX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
BPSCX is managed by Boston Partners. It was launched on Jul 1, 1998. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
BPSCX vs. HWSIX - Performance Comparison
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BPSCX vs. HWSIX - 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% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.66% |
Returns By Period
In the year-to-date period, BPSCX achieves a -1.66% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, BPSCX has underperformed HWSIX with an annualized return of 8.49%, while HWSIX has yielded a comparatively higher 10.01% 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%
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
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BPSCX vs. HWSIX - Expense Ratio Comparison
BPSCX has a 1.24% expense ratio, which is higher than HWSIX's 1.06% expense ratio.
Return for Risk
BPSCX vs. HWSIX — Risk / Return Rank
BPSCX
HWSIX
BPSCX vs. HWSIX - 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 (HWSIX). 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 | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.73 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.16 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.92 | -0.14 |
Martin ratioReturn relative to average drawdown | 2.46 | 3.44 | -0.97 |
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 | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.73 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.43 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.41 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.44 | 0.00 |
Correlation
The correlation between BPSCX and HWSIX 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
BPSCX vs. HWSIX - Dividend Comparison
BPSCX's dividend yield for the trailing twelve months is around 8.21%, more than HWSIX's 0.94% 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% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
Drawdowns
BPSCX vs. HWSIX - Drawdown Comparison
The maximum BPSCX drawdown since its inception was -62.69%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for BPSCX and HWSIX.
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Drawdown Indicators
| BPSCX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.69% | -72.00% | +9.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -16.44% | +3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -26.92% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -47.80% | -53.67% | +5.87% |
Current DrawdownCurrent decline from peak | -8.57% | -2.75% | -5.82% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -12.12% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 4.42% | -0.46% |
Volatility
BPSCX vs. HWSIX - 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 (HWSIX) at 4.15%. This indicates that BPSCX's price experiences larger fluctuations and is considered to be riskier than HWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPSCX | HWSIX | 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% | 23.97% | -4.12% |
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% | 24.67% | -2.00% |