DHSCX vs. HWSAX
Compare and contrast key facts about Diamond Hill Small Cap Fund (DHSCX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
DHSCX is managed by Diamond Hill. It was launched on Dec 29, 2000. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
DHSCX vs. HWSAX - Performance Comparison
Loading graphics...
DHSCX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 0.74% | 11.48% | 12.75% | 23.99% | -15.11% | 32.30% | -0.54% | 21.45% | -15.23% | 10.56% |
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, DHSCX achieves a 0.74% return, which is significantly lower than HWSAX's 7.13% return. Over the past 10 years, DHSCX has underperformed HWSAX with an annualized return of 8.55%, while HWSAX has yielded a comparatively higher 9.77% annualized return.
DHSCX
- 1D
- -0.08%
- 1M
- -7.21%
- YTD
- 0.74%
- 6M
- 5.52%
- 1Y
- 27.11%
- 3Y*
- 13.91%
- 5Y*
- 8.76%
- 10Y*
- 8.55%
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.
DHSCX vs. HWSAX - Expense Ratio Comparison
DHSCX has a 1.26% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
DHSCX vs. HWSAX — Risk / Return Rank
DHSCX
HWSAX
DHSCX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Small Cap Fund (DHSCX) 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.
| DHSCX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.72 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.15 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.91 | +1.01 |
Martin ratioReturn relative to average drawdown | 6.37 | 3.37 | +3.01 |
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
| DHSCX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.72 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.42 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.40 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.47 | -0.02 |
Correlation
The correlation between DHSCX and HWSAX is 0.90, 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
DHSCX vs. HWSAX - Dividend Comparison
DHSCX's dividend yield for the trailing twelve months is around 5.76%, more than HWSAX's 0.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 5.76% | 5.80% | 16.10% | 30.73% | 18.17% | 17.43% | 0.32% | 6.94% | 10.29% | 6.68% | 2.50% | 1.63% |
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
DHSCX vs. HWSAX - Drawdown Comparison
The maximum DHSCX drawdown since its inception was -53.15%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for DHSCX and HWSAX.
Loading graphics...
Drawdown Indicators
| DHSCX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.15% | -72.14% | +18.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -16.44% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -28.41% | -26.98% | -1.43% |
Max Drawdown (10Y)Largest decline over 10 years | -46.19% | -53.82% | +7.63% |
Current DrawdownCurrent decline from peak | -10.21% | -2.78% | -7.43% |
Average DrawdownAverage peak-to-trough decline | -8.36% | -11.03% | +2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 4.43% | -0.55% |
Volatility
DHSCX vs. HWSAX - Volatility Comparison
Diamond Hill Small Cap Fund (DHSCX) has a higher volatility of 6.10% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.15%. This indicates that DHSCX'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
| DHSCX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 4.15% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 12.90% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.79% | 23.98% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 21.70% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 24.64% | -2.51% |