GOGFX vs. HWSAX
Compare and contrast key facts about Victory Sycamore Small Company Opportunity Fund (GOGFX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
GOGFX is managed by Victory. It was launched on Aug 16, 1983. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
GOGFX vs. HWSAX - Performance Comparison
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GOGFX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GOGFX Victory Sycamore Small Company Opportunity Fund | 3.56% | 1.16% | 4.87% | 11.10% | -7.11% | 24.78% | 4.21% | 26.31% | -8.99% | 11.27% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | 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, GOGFX achieves a 3.56% return, which is significantly lower than HWSAX's 9.00% return. Over the past 10 years, GOGFX has underperformed HWSAX with an annualized return of 9.06%, while HWSAX has yielded a comparatively higher 9.96% annualized return.
GOGFX
- 1D
- 2.41%
- 1M
- -5.88%
- YTD
- 3.56%
- 6M
- 4.09%
- 1Y
- 13.09%
- 3Y*
- 6.01%
- 5Y*
- 3.82%
- 10Y*
- 9.06%
HWSAX
- 1D
- 1.75%
- 1M
- 0.95%
- YTD
- 9.00%
- 6M
- 7.38%
- 1Y
- 18.60%
- 3Y*
- 10.15%
- 5Y*
- 9.03%
- 10Y*
- 9.96%
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GOGFX vs. HWSAX - Expense Ratio Comparison
GOGFX has a 1.42% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
GOGFX vs. HWSAX — Risk / Return Rank
GOGFX
HWSAX
GOGFX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Small Company Opportunity Fund (GOGFX) 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.
| GOGFX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.78 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.22 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.17 | -0.23 |
Martin ratioReturn relative to average drawdown | 3.21 | 4.34 | -1.13 |
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
| GOGFX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.42 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.41 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.47 | +0.01 |
Correlation
The correlation between GOGFX and HWSAX is 0.92, 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
GOGFX vs. HWSAX - Dividend Comparison
GOGFX's dividend yield for the trailing twelve months is around 5.78%, more than HWSAX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOGFX Victory Sycamore Small Company Opportunity Fund | 5.78% | 5.99% | 9.29% | 6.87% | 6.10% | 13.49% | 0.60% | 5.30% | 14.65% | 5.37% | 4.66% | 9.99% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 0.64% | 0.69% | 8.19% | 1.79% | 13.39% | 0.22% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.67% |
Drawdowns
GOGFX vs. HWSAX - Drawdown Comparison
The maximum GOGFX drawdown since its inception was -55.84%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for GOGFX and HWSAX.
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Drawdown Indicators
| GOGFX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.84% | -72.14% | +16.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -16.44% | +2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -26.25% | -26.98% | +0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -39.72% | -53.82% | +14.10% |
Current DrawdownCurrent decline from peak | -7.53% | -1.09% | -6.44% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -11.03% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 4.43% | -0.20% |
Volatility
GOGFX vs. HWSAX - Volatility Comparison
Victory Sycamore Small Company Opportunity Fund (GOGFX) has a higher volatility of 6.17% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.45%. This indicates that GOGFX'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.
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Volatility by Period
| GOGFX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 4.45% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.25% | 12.99% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.87% | 23.99% | -2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 21.71% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 24.65% | -2.28% |