CIMDX vs. HWMIX

Last updated Apr 2, 2026

Compare and contrast key facts about Clarkston Founders Fund (CIMDX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).

CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.

Performance

CIMDX vs. HWMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clarkston Founders Fund (CIMDX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). The values are adjusted to include any dividend payments, if applicable.

CIMDX vs. HWMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CIMDX Clarkston Founders Fund	-4.82%	7.35%	5.67%	10.38%	-3.67%	6.23%	23.21%	23.74%	-7.85%	11.25%
HWMIX Hotchkis & Wiley Mid-Cap Value Fund	6.74%	7.87%	3.62%	19.87%	1.63%	39.18%	0.49%	12.97%	-19.32%	6.75%

Returns By Period

In the year-to-date period, CIMDX achieves a -4.82% return, which is significantly lower than HWMIX's 6.74% return.

CIMDX

• 1D: 2.33%
• 1M: -5.39%
• YTD: -4.82%
• 6M: -2.41%
• 1Y: 3.41%
• 3Y*: 5.00%
• 5Y*: 1.83%
• 10Y*: —

HWMIX

• 1D: 1.52%
• 1M: -2.06%
• YTD: 6.74%
• 6M: 8.96%
• 1Y: 22.13%
• 3Y*: 12.01%
• 5Y*: 9.76%
• 10Y*: 9.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CIMDX vs. HWMIX - Expense Ratio Comparison

CIMDX has a 0.95% expense ratio, which is lower than HWMIX's 1.01% expense ratio.

HWMIX

Hotchkis & Wiley Mid-Cap Value Fund

CIMDX

Clarkston Founders Fund

Return for Risk

CIMDX vs. HWMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CIMDX

CIMDX Risk / Return Rank: 8
CIMDX Sharpe Ratio Rank: 7
CIMDX Sortino Ratio Rank: 7
CIMDX Omega Ratio Rank: 6
CIMDX Calmar Ratio Rank: 10
CIMDX Martin Ratio Rank: 10

HWMIX

HWMIX Risk / Return Rank: 44
HWMIX Sharpe Ratio Rank: 40
HWMIX Sortino Ratio Rank: 42
HWMIX Omega Ratio Rank: 44
HWMIX Calmar Ratio Rank: 47
HWMIX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CIMDX vs. HWMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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.

	CIMDX	HWMIX	Difference
Sharpe ratio Return per unit of total volatility	0.17	0.93	-0.76
Sortino ratio Return per unit of downside risk	0.40	1.41	-1.02
Omega ratio Gain probability vs. loss probability	1.05	1.21	-0.16
Calmar ratio Return relative to maximum drawdown	0.32	1.35	-1.03
Martin ratio Return relative to average drawdown	1.00	5.49	-4.49
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CIMDX vs. HWMIX - Sharpe Ratio Comparison

The current CIMDX Sharpe Ratio is 0.17, which is lower than the HWMIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of CIMDX and HWMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CIMDX	HWMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.17	0.93	-0.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.12	0.44	-0.32
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.36	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.47	-0.05

Correlation

The correlation between CIMDX and HWMIX is 0.78, 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

CIMDX vs. HWMIX - Dividend Comparison

CIMDX's dividend yield for the trailing twelve months is around 3.41%, more than HWMIX's 1.31% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CIMDX Clarkston Founders Fund	3.41%	3.24%	0.45%	1.62%	6.38%	0.44%	0.91%	3.32%	2.27%	0.41%	0.00%	0.00%
HWMIX Hotchkis & Wiley Mid-Cap Value Fund	1.31%	1.39%	1.15%	0.28%	0.49%	1.28%	2.25%	1.60%	2.99%	6.72%	1.53%	14.67%

Drawdowns

CIMDX vs. HWMIX - Drawdown Comparison

The maximum CIMDX drawdown since its inception was -31.86%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for CIMDX and HWMIX.

Drawdown Indicators

	CIMDX	HWMIX	Difference
Max Drawdown Largest peak-to-trough decline	-31.86%	-69.84%	+37.98%
Max Drawdown (1Y) Largest decline over 1 year	-11.30%	-16.87%	+5.57%
Max Drawdown (5Y) Largest decline over 5 years	-21.26%	-25.90%	+4.64%
Max Drawdown (10Y) Largest decline over 10 years	—	-63.21%	—
Current Drawdown Current decline from peak	-8.41%	-3.32%	-5.09%
Average Drawdown Average peak-to-trough decline	-5.88%	-10.89%	+5.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.60%	4.15%	-0.55%

Volatility

CIMDX vs. HWMIX - Volatility Comparison

Clarkston Founders Fund (CIMDX) has a higher volatility of 5.29% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that CIMDX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CIMDX	HWMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.29%	4.30%	+0.99%
Volatility (6M) Calculated over the trailing 6-month period	11.49%	12.42%	-0.93%
Volatility (1Y) Calculated over the trailing 1-year period	18.72%	23.86%	-5.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.81%	22.34%	-6.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.52%	25.62%	-8.10%