BRUSX vs. HWSAX
Compare and contrast key facts about Bridgeway Ultra Small Company Fund (BRUSX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
BRUSX is managed by Bridgeway. It was launched on Aug 5, 1994. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
BRUSX vs. HWSAX - Performance Comparison
Loading graphics...
BRUSX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRUSX Bridgeway Ultra Small Company Fund | -6.03% | 7.13% | 17.57% | 18.14% | -10.99% | 13.85% | 33.43% | 9.52% | -15.77% | 3.86% |
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, BRUSX achieves a -6.03% return, which is significantly lower than HWSAX's 7.13% return. Over the past 10 years, BRUSX has underperformed HWSAX with an annualized return of 7.70%, while HWSAX has yielded a comparatively higher 9.77% annualized return.
BRUSX
- 1D
- -0.70%
- 1M
- -8.64%
- YTD
- -6.03%
- 6M
- -8.04%
- 1Y
- 15.35%
- 3Y*
- 10.40%
- 5Y*
- 2.10%
- 10Y*
- 7.70%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRUSX vs. HWSAX - Expense Ratio Comparison
BRUSX has a 1.26% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
BRUSX vs. HWSAX — Risk / Return Rank
BRUSX
HWSAX
BRUSX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Ultra Small Company Fund (BRUSX) 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.
| BRUSX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.72 | -0.14 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.15 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.91 | -0.13 |
Martin ratioReturn relative to average drawdown | 2.21 | 3.37 | -1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BRUSX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.72 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.42 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.40 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.47 | +0.02 |
Correlation
The correlation between BRUSX and HWSAX is 0.80, 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
BRUSX vs. HWSAX - Dividend Comparison
BRUSX's dividend yield for the trailing twelve months is around 11.23%, more than HWSAX's 0.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUSX Bridgeway Ultra Small Company Fund | 11.23% | 10.56% | 2.46% | 4.97% | 18.41% | 7.70% | 1.53% | 1.14% | 13.87% | 1.99% | 1.12% | 1.03% |
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
BRUSX vs. HWSAX - Drawdown Comparison
The maximum BRUSX drawdown since its inception was -60.38%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for BRUSX and HWSAX.
Loading graphics...
Drawdown Indicators
| BRUSX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.38% | -72.14% | +11.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -16.44% | +2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -39.83% | -26.98% | -12.85% |
Max Drawdown (10Y)Largest decline over 10 years | -55.77% | -53.82% | -1.95% |
Current DrawdownCurrent decline from peak | -12.20% | -2.78% | -9.42% |
Average DrawdownAverage peak-to-trough decline | -13.61% | -11.03% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 4.43% | +0.63% |
Volatility
BRUSX vs. HWSAX - Volatility Comparison
Bridgeway Ultra Small Company Fund (BRUSX) has a higher volatility of 6.39% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.15%. This indicates that BRUSX'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.
Loading graphics...
Volatility by Period
| BRUSX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 4.15% | +2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 12.90% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.80% | 23.98% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 21.70% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.28% | 24.64% | -1.36% |