BPSIX vs. HWSIX
Compare and contrast key facts about Boston Partners Small Cap Value Fund Class I (BPSIX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
BPSIX is managed by Boston Partners. It was launched on Jul 25, 2000. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
BPSIX vs. HWSIX - Performance Comparison
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BPSIX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPSIX Boston Partners Small Cap Value Fund Class I | -1.61% | 7.45% | 13.95% | 16.98% | -11.48% | 25.67% | 1.60% | 28.06% | -16.42% | 9.72% |
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, BPSIX achieves a -1.61% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, BPSIX has underperformed HWSIX with an annualized return of 8.74%, while HWSIX has yielded a comparatively higher 10.01% annualized return.
BPSIX
- 1D
- -0.31%
- 1M
- -6.64%
- YTD
- -1.61%
- 6M
- -2.33%
- 1Y
- 12.32%
- 3Y*
- 11.26%
- 5Y*
- 5.82%
- 10Y*
- 8.74%
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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BPSIX vs. HWSIX - Expense Ratio Comparison
BPSIX has a 0.99% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
BPSIX vs. HWSIX — Risk / Return Rank
BPSIX
HWSIX
BPSIX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Small Cap Value Fund Class I (BPSIX) 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.
| BPSIX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.73 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.16 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 0.92 | -0.12 |
Martin ratioReturn relative to average drawdown | 2.54 | 3.44 | -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
| BPSIX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.73 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.43 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.41 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.44 | +0.02 |
Correlation
The correlation between BPSIX and HWSIX is 0.92, 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
BPSIX vs. HWSIX - Dividend Comparison
BPSIX's dividend yield for the trailing twelve months is around 7.68%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPSIX Boston Partners Small Cap Value Fund Class I | 7.68% | 7.56% | 14.43% | 12.77% | 7.64% | 7.03% | 0.54% | 2.42% | 6.95% | 4.50% | 2.22% | 5.29% |
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
BPSIX vs. HWSIX - Drawdown Comparison
The maximum BPSIX drawdown since its inception was -62.51%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for BPSIX and HWSIX.
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Drawdown Indicators
| BPSIX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.51% | -72.00% | +9.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -16.44% | +3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -26.92% | +4.91% |
Max Drawdown (10Y)Largest decline over 10 years | -47.79% | -53.67% | +5.88% |
Current DrawdownCurrent decline from peak | -8.54% | -2.75% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -9.14% | -12.12% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 4.42% | -0.48% |
Volatility
BPSIX vs. HWSIX - Volatility Comparison
Boston Partners Small Cap Value Fund Class I (BPSIX) has a higher volatility of 4.71% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that BPSIX'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
| BPSIX | 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 | 11.53% | 12.90% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 23.97% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 21.70% | -1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 24.67% | -2.56% |