HWAIX vs. ACIIX
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and American Century Equity Income Fund Class I (ACIIX).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HWAIX vs. ACIIX - Performance Comparison
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HWAIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | -1.57% | 14.56% | 11.59% | 26.74% | -7.88% | 34.33% | 5.35% | 25.62% | -11.01% | 13.82% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HWAIX achieves a -1.57% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, HWAIX has outperformed ACIIX with an annualized return of 12.42%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
HWAIX
- 1D
- 0.30%
- 1M
- -2.29%
- YTD
- -1.57%
- 6M
- -1.32%
- 1Y
- 10.25%
- 3Y*
- 13.90%
- 5Y*
- 10.52%
- 10Y*
- 12.42%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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HWAIX vs. ACIIX - Expense Ratio Comparison
HWAIX has a 0.94% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
HWAIX vs. ACIIX — Risk / Return Rank
HWAIX
ACIIX
HWAIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Value Opportunities Fund (HWAIX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HWAIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.93 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.35 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.11 | -0.45 |
Martin ratioReturn relative to average drawdown | 2.84 | 4.37 | -1.53 |
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
| HWAIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.93 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.70 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between HWAIX and ACIIX is 0.80, 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
HWAIX vs. ACIIX - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 3.75%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | 3.75% | 3.69% | 10.07% | 8.39% | 2.54% | 13.72% | 2.52% | 2.35% | 11.39% | 3.19% | 2.22% | 17.20% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HWAIX vs. ACIIX - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -41.28%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HWAIX and ACIIX.
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Drawdown Indicators
| HWAIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -39.16% | -2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -8.96% | -4.22% |
Max Drawdown (5Y)Largest decline over 5 years | -23.87% | -13.49% | -10.38% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -32.76% | -8.52% |
Current DrawdownCurrent decline from peak | -5.20% | -5.73% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -5.26% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.30% | +0.77% |
Volatility
HWAIX vs. ACIIX - Volatility Comparison
Hotchkis & Wiley Value Opportunities Fund (HWAIX) has a higher volatility of 3.38% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that HWAIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWAIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.76% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 6.05% | +3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 11.61% | +6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 10.74% | +7.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 13.37% | +6.10% |