HWLIX vs. RIDAX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and The Income Fund of America Class R-1 (RIDAX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
HWLIX vs. RIDAX - Performance Comparison
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HWLIX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 0.36% | 18.06% | 12.80% | 16.92% | -5.31% | 28.86% | -0.29% | 29.16% | -14.26% | 18.85% |
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, HWLIX achieves a 0.36% return, which is significantly lower than RIDAX's 2.61% return. Over the past 10 years, HWLIX has outperformed RIDAX with an annualized return of 11.49%, while RIDAX has yielded a comparatively lower 7.49% annualized return.
HWLIX
- 1D
- 1.87%
- 1M
- -2.84%
- YTD
- 0.36%
- 6M
- 4.82%
- 1Y
- 15.71%
- 3Y*
- 15.04%
- 5Y*
- 9.76%
- 10Y*
- 11.49%
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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HWLIX vs. RIDAX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
HWLIX vs. RIDAX — Risk / Return Rank
HWLIX
RIDAX
HWLIX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.56 | -0.72 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.15 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.85 | -0.65 |
Martin ratioReturn relative to average drawdown | 5.15 | 8.56 | -3.41 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.56 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.76 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.67 | -0.24 |
Correlation
The correlation between HWLIX and RIDAX is 0.87, 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. RIDAX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.09%, less than RIDAX's 9.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 8.09% | 8.12% | 11.29% | 11.12% | 8.48% | 0.86% | 1.65% | 1.62% | 3.55% | 1.67% | 1.94% | 1.59% |
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
HWLIX vs. RIDAX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for HWLIX and RIDAX.
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Drawdown Indicators
| HWLIX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -42.37% | -28.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -8.25% | -5.72% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -16.28% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -26.22% | -20.50% |
Current DrawdownCurrent decline from peak | -4.18% | -4.54% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -4.42% | -6.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 1.78% | +1.45% |
Volatility
HWLIX vs. RIDAX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 4.11% compared to The Income Fund of America Class R-1 (RIDAX) at 3.31%. This indicates that HWLIX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWLIX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 3.31% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 5.61% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 9.54% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.27% | 9.48% | +8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 10.68% | +10.92% |