HWLIX vs. TWEIX
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and American Century Equity Income Fund (TWEIX).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
HWLIX vs. TWEIX - Performance Comparison
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HWLIX vs. TWEIX - 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% |
TWEIX American Century Equity Income Fund | 2.58% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, HWLIX achieves a -1.49% return, which is significantly lower than TWEIX's 2.58% return. Over the past 10 years, HWLIX has outperformed TWEIX with an annualized return of 11.28%, while TWEIX has yielded a comparatively lower 8.66% 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%
TWEIX
- 1D
- -0.12%
- 1M
- -5.77%
- YTD
- 2.58%
- 6M
- 4.41%
- 1Y
- 9.60%
- 3Y*
- 9.46%
- 5Y*
- 7.27%
- 10Y*
- 8.66%
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HWLIX vs. TWEIX - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than TWEIX's 0.94% expense ratio.
Return for Risk
HWLIX vs. TWEIX — Risk / Return Rank
HWLIX
TWEIX
HWLIX vs. TWEIX - 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 (TWEIX). 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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.91 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.33 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.07 | -0.15 |
Martin ratioReturn relative to average drawdown | 3.99 | 4.18 | -0.19 |
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 | TWEIX | 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 | 0.68 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.65 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.75 | -0.32 |
Correlation
The correlation between HWLIX and TWEIX 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. TWEIX - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 8.24%, less than TWEIX's 10.11% 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% |
TWEIX American Century Equity Income Fund | 10.11% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
HWLIX vs. TWEIX - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -70.48%, which is greater than TWEIX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for HWLIX and TWEIX.
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Drawdown Indicators
| HWLIX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.48% | -39.30% | -31.18% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -8.86% | -5.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -13.69% | -11.00% |
Max Drawdown (10Y)Largest decline over 10 years | -46.72% | -32.82% | -13.90% |
Current DrawdownCurrent decline from peak | -5.94% | -5.77% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -4.17% | -6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.33% | +0.89% |
Volatility
HWLIX vs. TWEIX - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 3.54% compared to American Century Equity Income Fund (TWEIX) at 2.79%. This indicates that HWLIX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWLIX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.79% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 6.06% | +3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 11.59% | +7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 10.70% | +7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 13.35% | +8.24% |