CISMX vs. HWMIX
Compare and contrast key facts about Clarkston Partners Fund (CISMX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
CISMX vs. HWMIX - Performance Comparison
Loading graphics...
CISMX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | -2.54% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
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% | 7.69% |
Returns By Period
In the year-to-date period, CISMX achieves a -2.54% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, CISMX has underperformed HWMIX with an annualized return of 6.07%, while HWMIX has yielded a comparatively higher 9.08% annualized return.
CISMX
- 1D
- 2.25%
- 1M
- -5.82%
- YTD
- -2.54%
- 6M
- -3.89%
- 1Y
- -5.23%
- 3Y*
- -0.23%
- 5Y*
- -1.36%
- 10Y*
- 6.07%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CISMX vs. HWMIX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
CISMX vs. HWMIX — Risk / Return Rank
CISMX
HWMIX
CISMX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) 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.
| CISMX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.25 | 0.93 | -1.18 |
Sortino ratioReturn per unit of downside risk | -0.24 | 1.41 | -1.65 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.21 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.35 | -1.78 |
Martin ratioReturn relative to average drawdown | -1.04 | 5.49 | -6.53 |
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
| CISMX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 0.93 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.44 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.36 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.47 | -0.12 |
Correlation
The correlation between CISMX and HWMIX is 0.81, 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
CISMX vs. HWMIX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.77%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 4.77% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
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
CISMX vs. HWMIX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for CISMX and HWMIX.
Loading graphics...
Drawdown Indicators
| CISMX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -69.84% | +36.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -16.87% | +5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -25.90% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -63.21% | +29.41% |
Current DrawdownCurrent decline from peak | -16.58% | -3.32% | -13.26% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -10.89% | +4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 4.15% | +0.55% |
Volatility
CISMX vs. HWMIX - Volatility Comparison
Clarkston Partners Fund (CISMX) has a higher volatility of 5.49% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that CISMX'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.
Loading graphics...
Volatility by Period
| CISMX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.30% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 12.42% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 23.86% | -3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 22.34% | -4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 25.62% | -7.40% |