DHSCX vs. HWSIX
Compare and contrast key facts about Diamond Hill Small Cap Fund (DHSCX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
DHSCX is managed by Diamond Hill. It was launched on Dec 29, 2000. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
DHSCX vs. HWSIX - Performance Comparison
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DHSCX vs. HWSIX - 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% |
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, DHSCX achieves a 0.74% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, DHSCX has underperformed HWSIX with an annualized return of 8.55%, while HWSIX has yielded a comparatively higher 10.01% 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%
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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DHSCX vs. HWSIX - Expense Ratio Comparison
DHSCX has a 1.26% expense ratio, which is higher than HWSIX's 1.06% expense ratio.
Return for Risk
DHSCX vs. HWSIX — Risk / Return Rank
DHSCX
HWSIX
DHSCX vs. HWSIX - 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 (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.
| DHSCX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.73 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.16 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.92 | +0.99 |
Martin ratioReturn relative to average drawdown | 6.37 | 3.44 | +2.93 |
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
| DHSCX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.73 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.43 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.41 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.44 | +0.01 |
Correlation
The correlation between DHSCX and HWSIX 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. HWSIX - Dividend Comparison
DHSCX's dividend yield for the trailing twelve months is around 5.76%, more than HWSIX's 0.94% 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% |
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
DHSCX vs. HWSIX - Drawdown Comparison
The maximum DHSCX drawdown since its inception was -53.15%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for DHSCX and HWSIX.
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Drawdown Indicators
| DHSCX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.15% | -72.00% | +18.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -16.44% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -28.41% | -26.92% | -1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -46.19% | -53.67% | +7.48% |
Current DrawdownCurrent decline from peak | -10.21% | -2.75% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -8.36% | -12.12% | +3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 4.42% | -0.54% |
Volatility
DHSCX vs. HWSIX - Volatility Comparison
Diamond Hill Small Cap Fund (DHSCX) has a higher volatility of 6.10% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that DHSCX'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
| DHSCX | HWSIX | 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% | 23.97% | -0.18% |
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% | 24.67% | -2.54% |