HWMIX vs. DCINX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Dunham International Stock Fund (DCINX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. DCINX is managed by Dunham. It was launched on Dec 10, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWMIX or DCINX.
Correlation
The correlation between HWMIX and DCINX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HWMIX vs. DCINX - Performance Comparison
Key characteristics
HWMIX:
0.67
DCINX:
-0.19
HWMIX:
1.02
DCINX:
-0.12
HWMIX:
1.13
DCINX:
0.98
HWMIX:
1.17
DCINX:
-0.15
HWMIX:
2.78
DCINX:
-0.64
HWMIX:
3.88%
DCINX:
5.51%
HWMIX:
16.18%
DCINX:
18.11%
HWMIX:
-75.03%
DCINX:
-63.60%
HWMIX:
-3.65%
DCINX:
-21.72%
Returns By Period
In the year-to-date period, HWMIX achieves a 3.17% return, which is significantly higher than DCINX's 1.48% return. Over the past 10 years, HWMIX has outperformed DCINX with an annualized return of 4.70%, while DCINX has yielded a comparatively lower 1.64% annualized return.
HWMIX
3.17%
1.49%
-0.34%
12.06%
12.73%
4.70%
DCINX
1.48%
-12.91%
-16.53%
-2.53%
0.92%
1.64%
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HWMIX vs. DCINX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is lower than DCINX's 2.92% expense ratio.
Risk-Adjusted Performance
HWMIX vs. DCINX — Risk-Adjusted Performance Rank
HWMIX
DCINX
HWMIX vs. DCINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Dunham International Stock Fund (DCINX). 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.
Dividends
HWMIX vs. DCINX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.11%, while DCINX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.11% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 1.13% | 0.40% | 0.31% | 0.50% | 0.65% |
DCINX Dunham International Stock Fund | 0.00% | 0.00% | 2.39% | 3.53% | 1.20% | 0.00% | 1.54% | 0.12% | 0.90% | 0.00% | 0.00% | 1.13% |
Drawdowns
HWMIX vs. DCINX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -75.03%, which is greater than DCINX's maximum drawdown of -63.60%. Use the drawdown chart below to compare losses from any high point for HWMIX and DCINX. For additional features, visit the drawdowns tool.
Volatility
HWMIX vs. DCINX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 4.61%, while Dunham International Stock Fund (DCINX) has a volatility of 13.43%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than DCINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.