HWMIX vs. ACLAX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and American Century Mid Cap Value Fund A Class (ACLAX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. ACLAX is managed by American Century. It was launched on Mar 31, 2004.
Performance
HWMIX vs. ACLAX - Performance Comparison
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HWMIX vs. ACLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
ACLAX American Century Mid Cap Value Fund A Class | 2.49% | 8.52% | 8.18% | 5.93% | -1.53% | 23.01% | 1.44% | 28.55% | -12.93% | 11.31% |
Returns By Period
In the year-to-date period, HWMIX achieves a 6.74% return, which is significantly higher than ACLAX's 2.49% return. Over the past 10 years, HWMIX has outperformed ACLAX with an annualized return of 9.08%, while ACLAX has yielded a comparatively lower 8.53% annualized return.
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
ACLAX
- 1D
- 1.55%
- 1M
- -6.35%
- YTD
- 2.49%
- 6M
- 2.67%
- 1Y
- 9.26%
- 3Y*
- 8.02%
- 5Y*
- 6.47%
- 10Y*
- 8.53%
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HWMIX vs. ACLAX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is lower than ACLAX's 1.22% expense ratio.
Return for Risk
HWMIX vs. ACLAX — Risk / Return Rank
HWMIX
ACLAX
HWMIX vs. ACLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.
| HWMIX | ACLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.58 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.94 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.12 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.90 | +0.45 |
Martin ratioReturn relative to average drawdown | 5.49 | 3.32 | +2.17 |
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
| HWMIX | ACLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.58 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.49 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | 0.00 |
Correlation
The correlation between HWMIX and ACLAX is 0.90, 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
HWMIX vs. ACLAX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.31%, less than ACLAX's 13.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
ACLAX American Century Mid Cap Value Fund A Class | 13.82% | 14.24% | 8.53% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% |
Drawdowns
HWMIX vs. ACLAX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than ACLAX's maximum drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for HWMIX and ACLAX.
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Drawdown Indicators
| HWMIX | ACLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -51.37% | -18.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -10.99% | -5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -17.55% | -8.35% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -39.24% | -23.97% |
Current DrawdownCurrent decline from peak | -3.32% | -6.58% | +3.26% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -6.29% | -4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.98% | +1.17% |
Volatility
HWMIX vs. ACLAX - Volatility Comparison
Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and American Century Mid Cap Value Fund A Class (ACLAX) have volatilities of 4.30% and 4.16%, 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
| HWMIX | ACLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.16% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 8.65% | +3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 15.62% | +8.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 14.65% | +7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.62% | 17.49% | +8.13% |