HWLIX vs. ACIIX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and American Century Equity Income Fund Class I (ACIIX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HWLIX vs. ACIIX - Performance Comparison
Loading graphics...
HWLIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | -1.49% | 18.06% | 12.80% | 16.92% | -5.31% | 28.86% | -0.29% | 29.16% | -14.26% | 18.85% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HWLIX achieves a -1.49% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, HWLIX has outperformed ACIIX with an annualized return of 11.28%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
HWLIX
- 1D
- -0.09%
- 1M
- -4.93%
- YTD
- -1.49%
- 6M
- 2.87%
- 1Y
- 13.45%
- 3Y*
- 14.33%
- 5Y*
- 9.60%
- 10Y*
- 11.28%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HWLIX vs. ACIIX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
HWLIX vs. ACIIX — Risk / Return Rank
HWLIX
ACIIX
HWLIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HWLIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.93 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.35 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.11 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.99 | 4.37 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HWLIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.93 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.67 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.53 | -0.10 |
Correlation
The correlation between HWLIX and ACIIX 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
HWLIX vs. ACIIX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.24%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 8.24% | 8.12% | 11.29% | 11.12% | 8.48% | 0.86% | 1.65% | 1.62% | 3.55% | 1.67% | 1.94% | 1.59% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HWLIX vs. ACIIX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HWLIX and ACIIX.
Loading graphics...
Drawdown Indicators
| HWLIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -39.16% | -31.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -8.96% | -5.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -13.49% | -11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -32.76% | -13.96% |
Current DrawdownCurrent decline from peak | -5.94% | -5.73% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -5.26% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.30% | +0.92% |
Volatility
HWLIX vs. ACIIX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 3.54% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that HWLIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HWLIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.76% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 6.05% | +3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 11.61% | +7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 10.74% | +7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 13.37% | +8.22% |