HWAIX vs. TWEIX
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and American Century Equity Income Fund (TWEIX).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
HWAIX vs. TWEIX - Performance Comparison
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HWAIX vs. TWEIX - 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% |
TWEIX American Century Equity Income Fund | 2.58% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, HWAIX achieves a -1.57% return, which is significantly lower than TWEIX's 2.58% return. Over the past 10 years, HWAIX has outperformed TWEIX with an annualized return of 12.42%, while TWEIX has yielded a comparatively lower 8.66% 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%
TWEIX
- 1D
- -0.12%
- 1M
- -5.77%
- YTD
- 2.58%
- 6M
- 4.41%
- 1Y
- 9.60%
- 3Y*
- 9.46%
- 5Y*
- 7.27%
- 10Y*
- 8.66%
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HWAIX vs. TWEIX - Expense Ratio Comparison
Both HWAIX and TWEIX have an expense ratio of 0.94%.
Return for Risk
HWAIX vs. TWEIX — Risk / Return Rank
HWAIX
TWEIX
HWAIX vs. TWEIX - 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 (TWEIX). 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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.91 | -0.33 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.33 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.07 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.84 | 4.18 | -1.35 |
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 | TWEIX | 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 | 0.68 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.65 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.75 | -0.18 |
Correlation
The correlation between HWAIX and TWEIX 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. TWEIX - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 3.75%, less than TWEIX's 10.11% 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% |
TWEIX American Century Equity Income Fund | 10.11% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
HWAIX vs. TWEIX - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -41.28%, which is greater than TWEIX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for HWAIX and TWEIX.
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Drawdown Indicators
| HWAIX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -39.30% | -1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -8.86% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -23.87% | -13.69% | -10.18% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -32.82% | -8.46% |
Current DrawdownCurrent decline from peak | -5.20% | -5.77% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -4.17% | -1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.33% | +0.74% |
Volatility
HWAIX vs. TWEIX - Volatility Comparison
Hotchkis & Wiley Value Opportunities Fund (HWAIX) has a higher volatility of 3.38% compared to American Century Equity Income Fund (TWEIX) at 2.79%. This indicates that HWAIX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWAIX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.79% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 6.06% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 11.59% | +6.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 10.70% | +7.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 13.35% | +6.12% |