HSMYX vs. HWSIX
Compare and contrast key facts about Hartford Small Cap Value Fund (HSMYX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
HSMYX is managed by Hartford. It was launched on Dec 31, 2004. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
HSMYX vs. HWSIX - Performance Comparison
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HSMYX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSMYX Hartford Small Cap Value Fund | -0.00% | 2.45% | 11.99% | 17.29% | -12.02% | 31.98% | 4.41% | 28.25% | -10.65% | 10.04% |
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
Over the past 10 years, HSMYX has underperformed HWSIX with an annualized return of 9.24%, while HWSIX has yielded a comparatively higher 10.01% annualized return.
HSMYX
- 1D
- -0.31%
- 1M
- -5.81%
- YTD
- -0.00%
- 6M
- 1.70%
- 1Y
- 11.63%
- 3Y*
- 9.54%
- 5Y*
- 4.75%
- 10Y*
- 9.24%
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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HSMYX vs. HWSIX - Expense Ratio Comparison
HSMYX has a 0.85% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
HSMYX vs. HWSIX — Risk / Return Rank
HSMYX
HWSIX
HSMYX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Value Fund (HSMYX) 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.
| HSMYX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.73 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.16 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 0.92 | -0.28 |
Martin ratioReturn relative to average drawdown | 1.95 | 3.44 | -1.49 |
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
| HSMYX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.73 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.43 | -0.20 |
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 | 0.33 | 0.44 | -0.11 |
Correlation
The correlation between HSMYX and HWSIX is 0.91, 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
HSMYX vs. HWSIX - Dividend Comparison
HSMYX's dividend yield for the trailing twelve months is around 6.68%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSMYX Hartford Small Cap Value Fund | 6.68% | 6.68% | 2.91% | 3.35% | 9.64% | 6.82% | 1.27% | 12.08% | 36.32% | 5.07% | 1.16% | 6.70% |
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
HSMYX vs. HWSIX - Drawdown Comparison
The maximum HSMYX drawdown since its inception was -60.81%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for HSMYX and HWSIX.
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Drawdown Indicators
| HSMYX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.81% | -72.00% | +11.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -16.44% | +1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -27.70% | -26.92% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -46.51% | -53.67% | +7.16% |
Current DrawdownCurrent decline from peak | -9.18% | -2.75% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -12.12% | +2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 4.42% | +0.42% |
Volatility
HSMYX vs. HWSIX - Volatility Comparison
Hartford Small Cap Value Fund (HSMYX) has a higher volatility of 4.96% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that HSMYX'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
| HSMYX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 4.15% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 13.41% | 12.90% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 23.97% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 21.70% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 24.67% | -0.95% |