FSCCX vs. HWSIX
Compare and contrast key facts about Nuveen Small Cap Value Fund (FSCCX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
FSCCX is managed by Nuveen. It was launched on Aug 1, 1994. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
FSCCX vs. HWSIX - Performance Comparison
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FSCCX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | -1.53% | 3.21% | 14.82% | 11.86% | -12.42% | 35.38% | -4.21% | 17.28% | -20.65% | 6.35% |
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, FSCCX achieves a -1.53% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, FSCCX has underperformed HWSIX with an annualized return of 6.61%, while HWSIX has yielded a comparatively higher 10.01% annualized return.
FSCCX
- 1D
- -0.27%
- 1M
- -5.80%
- YTD
- -1.53%
- 6M
- -2.03%
- 1Y
- 7.84%
- 3Y*
- 9.26%
- 5Y*
- 5.15%
- 10Y*
- 6.61%
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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FSCCX vs. HWSIX - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
FSCCX vs. HWSIX — Risk / Return Rank
FSCCX
HWSIX
FSCCX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) 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.
| FSCCX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.73 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.16 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.16 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.92 | -0.54 |
Martin ratioReturn relative to average drawdown | 1.28 | 3.44 | -2.16 |
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
| FSCCX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.73 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.43 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.41 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.44 | -0.13 |
Correlation
The correlation between FSCCX and HWSIX is 0.89, 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
FSCCX vs. HWSIX - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.11%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.11% | 1.09% | 1.52% | 1.02% | 1.24% | 0.52% | 0.54% | 1.16% | 4.21% | 1.03% | 2.63% | 1.80% |
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
FSCCX vs. HWSIX - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -65.90%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for FSCCX and HWSIX.
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Drawdown Indicators
| FSCCX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.90% | -72.00% | +6.10% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -16.44% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -26.92% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -53.80% | -53.67% | -0.13% |
Current DrawdownCurrent decline from peak | -9.31% | -2.75% | -6.56% |
Average DrawdownAverage peak-to-trough decline | -13.45% | -12.12% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 4.42% | -0.08% |
Volatility
FSCCX vs. HWSIX - Volatility Comparison
Nuveen Small Cap Value Fund (FSCCX) has a higher volatility of 4.77% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that FSCCX'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
| FSCCX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 4.15% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 12.90% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.63% | 23.97% | -2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 21.70% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.41% | 24.67% | -1.26% |