BRSVX vs. HWSIX
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
BRSVX vs. HWSIX - Performance Comparison
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BRSVX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 2.10% | 5.51% | -0.22% | 14.20% | -7.76% | 67.87% | 12.04% | 15.00% | -13.09% | 7.09% |
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, BRSVX achieves a 2.10% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, BRSVX has outperformed HWSIX with an annualized return of 11.08%, while HWSIX has yielded a comparatively lower 10.01% annualized return.
BRSVX
- 1D
- -0.53%
- 1M
- -5.81%
- YTD
- 2.10%
- 6M
- 3.94%
- 1Y
- 19.12%
- 3Y*
- 6.43%
- 5Y*
- 6.15%
- 10Y*
- 11.08%
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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BRSVX vs. HWSIX - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
BRSVX vs. HWSIX — Risk / Return Rank
BRSVX
HWSIX
BRSVX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) 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.
| BRSVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.73 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.16 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.92 | +0.38 |
Martin ratioReturn relative to average drawdown | 4.39 | 3.44 | +0.95 |
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
| BRSVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.73 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.43 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.41 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.44 | -0.10 |
Correlation
The correlation between BRSVX 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
BRSVX vs. HWSIX - Dividend Comparison
BRSVX's dividend yield for the trailing twelve months is around 2.05%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 2.05% | 2.10% | 3.35% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.97% | 1.96% |
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
BRSVX vs. HWSIX - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for BRSVX and HWSIX.
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Drawdown Indicators
| BRSVX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.58% | -72.00% | +4.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -16.44% | +3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -30.52% | -26.92% | -3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -51.67% | -53.67% | +2.00% |
Current DrawdownCurrent decline from peak | -7.94% | -2.75% | -5.19% |
Average DrawdownAverage peak-to-trough decline | -13.74% | -12.12% | -1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 4.42% | -0.59% |
Volatility
BRSVX vs. HWSIX - Volatility Comparison
Bridgeway Small Cap Value Fund (BRSVX) has a higher volatility of 5.33% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that BRSVX'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
| BRSVX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 4.15% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 12.90% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 23.97% | -1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 21.70% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.22% | 24.67% | -0.45% |