HWAIX vs. FBLEX
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
HWAIX vs. FBLEX - Performance Comparison
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HWAIX vs. FBLEX - 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% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Returns By Period
In the year-to-date period, HWAIX achieves a -1.57% return, which is significantly higher than FBLEX's -2.01% return. Over the past 10 years, HWAIX has outperformed FBLEX with an annualized return of 12.42%, while FBLEX has yielded a comparatively lower 11.11% 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%
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
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HWAIX vs. FBLEX - Expense Ratio Comparison
HWAIX has a 0.94% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Return for Risk
HWAIX vs. FBLEX — Risk / Return Rank
HWAIX
FBLEX
HWAIX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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 | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.91 | -0.33 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.32 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.06 | -0.40 |
Martin ratioReturn relative to average drawdown | 2.84 | 4.92 | -2.09 |
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 | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.91 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.75 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.64 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.69 | -0.12 |
Correlation
The correlation between HWAIX and FBLEX 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
HWAIX vs. FBLEX - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 3.75%, less than FBLEX's 11.33% 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% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Drawdowns
HWAIX vs. FBLEX - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -41.28%, roughly equal to the maximum FBLEX drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for HWAIX and FBLEX.
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Drawdown Indicators
| HWAIX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -39.73% | -1.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -11.55% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -23.87% | -19.00% | -4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -39.73% | -1.55% |
Current DrawdownCurrent decline from peak | -5.20% | -6.89% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -3.86% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.49% | +0.58% |
Volatility
HWAIX vs. FBLEX - Volatility Comparison
Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) have volatilities of 3.38% and 3.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWAIX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.48% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 7.78% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 15.13% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 14.78% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 17.39% | +2.08% |