HWCIX vs. RIDAX
Compare and contrast key facts about Hotchkis & Wiley Diversified Value Fund (HWCIX) and The Income Fund of America Class R-1 (RIDAX).
HWCIX is managed by Hotchkis & Wiley. It was launched on Aug 30, 2004. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
HWCIX vs. RIDAX - Performance Comparison
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HWCIX vs. RIDAX - 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% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, HWCIX achieves a -1.63% return, which is significantly lower than RIDAX's 1.29% return. Over the past 10 years, HWCIX has outperformed RIDAX with an annualized return of 11.92%, while RIDAX has yielded a comparatively lower 7.35% 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%
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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HWCIX vs. RIDAX - Expense Ratio Comparison
HWCIX has a 0.80% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
HWCIX vs. RIDAX — Risk / Return Rank
HWCIX
RIDAX
HWCIX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Diversified Value Fund (HWCIX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.46 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.01 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.30 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.58 | -0.67 |
Martin ratioReturn relative to average drawdown | 3.99 | 7.44 | -3.45 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.46 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.75 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.69 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.67 | -0.29 |
Correlation
The correlation between HWCIX and RIDAX is 0.87, 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. RIDAX - Dividend Comparison
HWCIX's dividend yield for the trailing twelve months is around 11.33%, more than RIDAX's 9.14% 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% |
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
HWCIX vs. RIDAX - Drawdown Comparison
The maximum HWCIX drawdown since its inception was -69.74%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for HWCIX and RIDAX.
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Drawdown Indicators
| HWCIX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.74% | -42.37% | -27.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -8.25% | -5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -23.62% | -16.28% | -7.34% |
Max Drawdown (10Y)Largest decline over 10 years | -47.31% | -26.22% | -21.09% |
Current DrawdownCurrent decline from peak | -6.04% | -5.77% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -12.44% | -4.42% | -8.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 1.76% | +1.30% |
Volatility
HWCIX vs. RIDAX - Volatility Comparison
Hotchkis & Wiley Diversified Value Fund (HWCIX) has a higher volatility of 3.56% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that HWCIX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWCIX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 2.91% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 5.47% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 9.48% | +9.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 9.46% | +8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.67% | 10.67% | +11.00% |