HWLIX vs. FBLEX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
HWLIX vs. FBLEX - Performance Comparison
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HWLIX vs. FBLEX - 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% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Returns By Period
In the year-to-date period, HWLIX achieves a -1.49% return, which is significantly higher than FBLEX's -2.01% return. Both investments have delivered pretty close results over the past 10 years, with HWLIX having a 11.28% annualized return and FBLEX not far behind at 11.11%.
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%
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
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HWLIX vs. FBLEX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Return for Risk
HWLIX vs. FBLEX — Risk / Return Rank
HWLIX
FBLEX
HWLIX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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 | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.91 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.32 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.06 | -0.14 |
Martin ratioReturn relative to average drawdown | 3.99 | 4.92 | -0.93 |
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
| HWLIX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.91 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.75 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.64 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.69 | -0.26 |
Correlation
The correlation between HWLIX and FBLEX is 0.94, 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. FBLEX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.24%, less than FBLEX's 11.33% 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% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Drawdowns
HWLIX vs. FBLEX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than FBLEX's maximum drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for HWLIX and FBLEX.
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Drawdown Indicators
| HWLIX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -39.73% | -30.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -11.55% | -2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -19.00% | -5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -39.73% | -6.99% |
Current DrawdownCurrent decline from peak | -5.94% | -6.89% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -3.86% | -6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.49% | +0.73% |
Volatility
HWLIX vs. FBLEX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) have volatilities of 3.54% and 3.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWLIX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.48% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 7.78% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 15.13% | +3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 14.78% | +3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 17.39% | +4.20% |