HWLIX vs. SVAIX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Performance
HWLIX vs. SVAIX - Performance Comparison
Loading graphics...
HWLIX vs. SVAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 0.91% | 18.06% | 12.80% | 16.92% | -5.31% | 28.86% | -0.29% | 29.16% | -14.26% | 18.85% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 9.38% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
Returns By Period
In the year-to-date period, HWLIX achieves a 0.91% return, which is significantly lower than SVAIX's 9.38% return. Over the past 10 years, HWLIX has outperformed SVAIX with an annualized return of 11.62%, while SVAIX has yielded a comparatively lower 8.43% annualized return.
HWLIX
- 1D
- 0.29%
- 1M
- -1.84%
- YTD
- 0.91%
- 6M
- 4.46%
- 1Y
- 22.16%
- 3Y*
- 14.89%
- 5Y*
- 9.88%
- 10Y*
- 11.62%
SVAIX
- 1D
- 0.43%
- 1M
- -1.59%
- YTD
- 9.38%
- 6M
- 11.81%
- 1Y
- 20.23%
- 3Y*
- 13.69%
- 5Y*
- 11.66%
- 10Y*
- 8.43%
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. SVAIX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Return for Risk
HWLIX vs. SVAIX — Risk / Return Rank
HWLIX
SVAIX
HWLIX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.40 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.25 | 2.08 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.72 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.03 | 8.11 | -3.08 |
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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.40 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.90 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.56 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.52 | -0.09 |
Correlation
The correlation between HWLIX and SVAIX is 0.76, 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. SVAIX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.05%, more than SVAIX's 5.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 8.05% | 8.12% | 11.29% | 11.12% | 8.48% | 0.86% | 1.65% | 1.62% | 3.55% | 1.67% | 1.94% | 1.59% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.92% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Drawdowns
HWLIX vs. SVAIX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than SVAIX's maximum drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for HWLIX and SVAIX.
Loading graphics...
Drawdown Indicators
| HWLIX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -50.62% | -19.86% |
Max Drawdown (1Y)Largest decline over 1 year | -6.33% | -5.14% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -16.13% | -8.56% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -36.53% | -10.19% |
Current DrawdownCurrent decline from peak | -3.65% | -2.69% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -7.74% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.68% | +0.57% |
Volatility
HWLIX vs. SVAIX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 4.04% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 2.92%. This indicates that HWLIX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HWLIX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 2.92% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 6.92% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.78% | 15.71% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 13.57% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 15.42% | +6.17% |