HWLIX vs. PSECX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and 1789 Growth and Income Fund (PSECX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
HWLIX vs. PSECX - Performance Comparison
Loading graphics...
HWLIX vs. PSECX - 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% |
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
Returns By Period
In the year-to-date period, HWLIX achieves a -1.49% return, which is significantly higher than PSECX's -2.01% return. Over the past 10 years, HWLIX has outperformed PSECX with an annualized return of 11.28%, while PSECX has yielded a comparatively lower 6.86% 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%
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
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. PSECX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
HWLIX vs. PSECX — Risk / Return Rank
HWLIX
PSECX
HWLIX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and 1789 Growth and Income Fund (PSECX). 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 | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.59 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.93 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.82 | +0.10 |
Martin ratioReturn relative to average drawdown | 3.99 | 3.31 | +0.68 |
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 | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.59 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.61 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.53 | -0.10 |
Correlation
The correlation between HWLIX and PSECX is 0.79, 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. PSECX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.24%, more than PSECX's 0.87% 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% |
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
HWLIX vs. PSECX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for HWLIX and PSECX.
Loading graphics...
Drawdown Indicators
| HWLIX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -31.13% | -39.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -8.36% | -5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -18.47% | -6.22% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -31.13% | -15.59% |
Current DrawdownCurrent decline from peak | -5.94% | -7.44% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -3.90% | -6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.07% | +1.15% |
Volatility
HWLIX vs. PSECX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 3.54% compared to 1789 Growth and Income Fund (PSECX) at 3.06%. This indicates that HWLIX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HWLIX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.06% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 7.60% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 13.13% | +5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 11.90% | +6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 13.17% | +8.42% |