HWCIX vs. TWEIX
Compare and contrast key facts about Hotchkis & Wiley Diversified Value Fund (HWCIX) and American Century Equity Income Fund (TWEIX).
HWCIX is managed by Hotchkis & Wiley. It was launched on Aug 30, 2004. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
HWCIX vs. TWEIX - Performance Comparison
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HWCIX vs. TWEIX - 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% |
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, HWCIX achieves a -1.63% return, which is significantly lower than TWEIX's 2.58% return. Over the past 10 years, HWCIX has outperformed TWEIX with an annualized return of 11.92%, while TWEIX has yielded a comparatively lower 8.66% 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%
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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HWCIX vs. TWEIX - Expense Ratio Comparison
HWCIX has a 0.80% expense ratio, which is lower than TWEIX's 0.94% expense ratio.
Return for Risk
HWCIX vs. TWEIX — Risk / Return Rank
HWCIX
TWEIX
HWCIX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Diversified Value Fund (HWCIX) 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.
| HWCIX | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.91 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.33 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.07 | -0.16 |
Martin ratioReturn relative to average drawdown | 3.99 | 4.18 | -0.19 |
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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.91 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.65 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.75 | -0.37 |
Correlation
The correlation between HWCIX and TWEIX is 0.88, 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. TWEIX - Dividend Comparison
HWCIX's dividend yield for the trailing twelve months is around 11.33%, more than TWEIX's 10.11% 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% |
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
HWCIX vs. TWEIX - Drawdown Comparison
The maximum HWCIX drawdown since its inception was -69.74%, which is greater than TWEIX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for HWCIX and TWEIX.
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Drawdown Indicators
| HWCIX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.74% | -39.30% | -30.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -8.86% | -4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -23.62% | -13.69% | -9.93% |
Max Drawdown (10Y)Largest decline over 10 years | -47.31% | -32.82% | -14.49% |
Current DrawdownCurrent decline from peak | -6.04% | -5.77% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -12.44% | -4.17% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.33% | +0.73% |
Volatility
HWCIX vs. TWEIX - Volatility Comparison
Hotchkis & Wiley Diversified Value Fund (HWCIX) has a higher volatility of 3.56% compared to American Century Equity Income Fund (TWEIX) at 2.79%. This indicates that HWCIX'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
| HWCIX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 2.79% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 6.06% | +3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 11.59% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 10.70% | +7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.67% | 13.35% | +8.32% |