HWCIX vs. PSECX
Compare and contrast key facts about Hotchkis & Wiley Diversified Value Fund (HWCIX) and 1789 Growth and Income Fund (PSECX).
HWCIX is managed by Hotchkis & Wiley. It was launched on Aug 30, 2004. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
HWCIX vs. PSECX - Performance Comparison
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HWCIX vs. PSECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWCIX Hotchkis & Wiley Diversified Value Fund | -1.63% | 17.09% | 12.80% | 19.01% | -4.35% | 32.46% | 0.42% | 29.30% | -14.74% | 18.37% |
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
Returns By Period
In the year-to-date period, HWCIX achieves a -1.63% return, which is significantly higher than PSECX's -2.01% return. Over the past 10 years, HWCIX has outperformed PSECX with an annualized return of 11.92%, while PSECX has yielded a comparatively lower 6.86% annualized return.
HWCIX
- 1D
- -0.14%
- 1M
- -5.08%
- YTD
- -1.63%
- 6M
- 2.80%
- 1Y
- 13.08%
- 3Y*
- 14.33%
- 5Y*
- 10.38%
- 10Y*
- 11.92%
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
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HWCIX vs. PSECX - Expense Ratio Comparison
HWCIX has a 0.80% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
HWCIX vs. PSECX — Risk / Return Rank
HWCIX
PSECX
HWCIX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Diversified Value Fund (HWCIX) and 1789 Growth and Income Fund (PSECX). 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.
| HWCIX | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.59 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.93 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.82 | +0.09 |
Martin ratioReturn relative to average drawdown | 3.99 | 3.31 | +0.69 |
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
| HWCIX | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.61 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.52 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.53 | -0.15 |
Correlation
The correlation between HWCIX and PSECX is 0.79, 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
HWCIX vs. PSECX - Dividend Comparison
HWCIX's dividend yield for the trailing twelve months is around 11.33%, more than PSECX's 0.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWCIX Hotchkis & Wiley Diversified Value Fund | 11.33% | 11.15% | 13.85% | 1.56% | 1.12% | 1.10% | 1.99% | 1.82% | 1.62% | 1.82% | 5.17% | 1.49% |
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
HWCIX vs. PSECX - Drawdown Comparison
The maximum HWCIX drawdown since its inception was -69.74%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for HWCIX and PSECX.
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Drawdown Indicators
| HWCIX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.74% | -31.13% | -38.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -8.36% | -5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.62% | -18.47% | -5.15% |
Max Drawdown (10Y)Largest decline over 10 years | -47.31% | -31.13% | -16.18% |
Current DrawdownCurrent decline from peak | -6.04% | -7.44% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -12.44% | -3.90% | -8.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.07% | +0.99% |
Volatility
HWCIX vs. PSECX - Volatility Comparison
Hotchkis & Wiley Diversified Value Fund (HWCIX) has a higher volatility of 3.56% compared to 1789 Growth and Income Fund (PSECX) at 3.06%. This indicates that HWCIX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWCIX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 3.06% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 7.60% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 13.13% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 11.90% | +6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.67% | 13.17% | +8.50% |