HWGIX vs. ARTHX
Compare and contrast key facts about Hotchkis & Wiley Global Value Fund (HWGIX) and Artisan Global Equity Fund (ARTHX).
HWGIX is managed by Hotchkis & Wiley. It was launched on Dec 30, 2012. ARTHX is managed by Artisan. It was launched on Mar 28, 2010.
Performance
HWGIX vs. ARTHX - Performance Comparison
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HWGIX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWGIX Hotchkis & Wiley Global Value Fund | -5.10% | 23.76% | 9.46% | 28.00% | -11.65% | 26.67% | -0.59% | 24.57% | -16.08% | 16.73% |
ARTHX Artisan Global Equity Fund | 0.31% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
Returns By Period
In the year-to-date period, HWGIX achieves a -5.10% return, which is significantly lower than ARTHX's 0.31% return. Over the past 10 years, HWGIX has underperformed ARTHX with an annualized return of 9.88%, while ARTHX has yielded a comparatively higher 13.42% annualized return.
HWGIX
- 1D
- 0.13%
- 1M
- -8.99%
- YTD
- -5.10%
- 6M
- -1.50%
- 1Y
- 10.85%
- 3Y*
- 15.40%
- 5Y*
- 9.68%
- 10Y*
- 9.88%
ARTHX
- 1D
- -1.10%
- 1M
- -9.94%
- YTD
- 0.31%
- 6M
- 1.11%
- 1Y
- 36.09%
- 3Y*
- 22.10%
- 5Y*
- 9.96%
- 10Y*
- 13.42%
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HWGIX vs. ARTHX - Expense Ratio Comparison
HWGIX has a 0.95% expense ratio, which is lower than ARTHX's 1.28% expense ratio.
Return for Risk
HWGIX vs. ARTHX — Risk / Return Rank
HWGIX
ARTHX
HWGIX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Global Value Fund (HWGIX) and Artisan Global Equity Fund (ARTHX). 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.
| HWGIX | ARTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 2.17 | -1.53 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.79 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.42 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.83 | -2.08 |
Martin ratioReturn relative to average drawdown | 2.97 | 13.17 | -10.20 |
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
| HWGIX | ARTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 2.17 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.57 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.77 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.71 | -0.22 |
Correlation
The correlation between HWGIX and ARTHX is 0.72, 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
HWGIX vs. ARTHX - Dividend Comparison
HWGIX's dividend yield for the trailing twelve months is around 10.15%, less than ARTHX's 23.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWGIX Hotchkis & Wiley Global Value Fund | 10.15% | 9.63% | 15.10% | 11.01% | 3.92% | 0.68% | 1.49% | 2.56% | 10.34% | 5.50% | 0.80% | 7.06% |
ARTHX Artisan Global Equity Fund | 23.31% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
Drawdowns
HWGIX vs. ARTHX - Drawdown Comparison
The maximum HWGIX drawdown since its inception was -46.71%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for HWGIX and ARTHX.
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Drawdown Indicators
| HWGIX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.71% | -37.42% | -9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -10.30% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -28.63% | -37.42% | +8.79% |
Max Drawdown (10Y)Largest decline over 10 years | -46.71% | -37.42% | -9.29% |
Current DrawdownCurrent decline from peak | -9.71% | -10.16% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -7.19% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.52% | +0.60% |
Volatility
HWGIX vs. ARTHX - Volatility Comparison
The current volatility for Hotchkis & Wiley Global Value Fund (HWGIX) is 4.58%, while Artisan Global Equity Fund (ARTHX) has a volatility of 5.92%. This indicates that HWGIX experiences smaller price fluctuations and is considered to be less risky than ARTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWGIX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.92% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 10.35% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 16.18% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 17.54% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.71% | 17.50% | +3.21% |