HWMIX vs. ARTQX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Artisan Mid Cap Value Fund (ARTQX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. ARTQX is managed by Artisan. It was launched on Mar 28, 2001.
Performance
HWMIX vs. ARTQX - Performance Comparison
Loading graphics...
HWMIX vs. ARTQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.50% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
ARTQX Artisan Mid Cap Value Fund | -4.80% | 1.88% | 4.47% | 18.32% | -12.93% | 26.44% | 5.49% | 23.46% | -13.87% | 12.42% |
Returns By Period
In the year-to-date period, HWMIX achieves a 6.50% return, which is significantly higher than ARTQX's -4.80% return. Over the past 10 years, HWMIX has outperformed ARTQX with an annualized return of 9.06%, while ARTQX has yielded a comparatively lower 6.74% annualized return.
HWMIX
- 1D
- -0.22%
- 1M
- -1.27%
- YTD
- 6.50%
- 6M
- 8.81%
- 1Y
- 20.36%
- 3Y*
- 11.93%
- 5Y*
- 9.71%
- 10Y*
- 9.06%
ARTQX
- 1D
- 0.14%
- 1M
- -4.67%
- YTD
- -4.80%
- 6M
- -3.56%
- 1Y
- -2.69%
- 3Y*
- 4.56%
- 5Y*
- 2.51%
- 10Y*
- 6.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HWMIX vs. ARTQX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is lower than ARTQX's 1.21% expense ratio.
Return for Risk
HWMIX vs. ARTQX — Risk / Return Rank
HWMIX
ARTQX
HWMIX vs. ARTQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Artisan Mid Cap Value Fund (ARTQX). 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 | ARTQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | -0.10 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.40 | -0.00 | +1.41 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.00 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.10 | +1.39 |
Martin ratioReturn relative to average drawdown | 5.23 | -0.30 | +5.53 |
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
| HWMIX | ARTQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | -0.10 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.12 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.31 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.44 | +0.04 |
Correlation
The correlation between HWMIX and ARTQX 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. ARTQX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.31%, less than ARTQX's 7.62% 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% |
ARTQX Artisan Mid Cap Value Fund | 7.62% | 7.26% | 4.20% | 17.42% | 21.33% | 14.18% | 1.86% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% |
Drawdowns
HWMIX vs. ARTQX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than ARTQX's maximum drawdown of -52.64%. Use the drawdown chart below to compare losses from any high point for HWMIX and ARTQX.
Loading graphics...
Drawdown Indicators
| HWMIX | ARTQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -52.64% | -17.20% |
Max Drawdown (1Y)Largest decline over 1 year | -9.79% | -11.15% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -21.88% | -4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -44.46% | -18.75% |
Current DrawdownCurrent decline from peak | -3.54% | -9.51% | +5.97% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -7.17% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 4.28% | -0.12% |
Volatility
HWMIX vs. ARTQX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 4.20%, while Artisan Mid Cap Value Fund (ARTQX) has a volatility of 4.81%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than ARTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HWMIX | ARTQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.81% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 11.20% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 19.37% | +4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 20.45% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.61% | 21.50% | +4.11% |