HWMIX vs. NAMAX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Columbia Select Mid Cap Value Fund (NAMAX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. NAMAX is managed by Columbia. It was launched on Nov 20, 2001.
Performance
HWMIX vs. NAMAX - Performance Comparison
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HWMIX vs. NAMAX - 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% |
NAMAX Columbia Select Mid Cap Value Fund | 7.05% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
Returns By Period
The year-to-date returns for both investments are quite close, with HWMIX having a 6.74% return and NAMAX slightly higher at 7.05%. Over the past 10 years, HWMIX has underperformed NAMAX with an annualized return of 9.08%, while NAMAX has yielded a comparatively higher 10.27% 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%
NAMAX
- 1D
- 2.49%
- 1M
- -6.16%
- YTD
- 7.05%
- 6M
- 9.61%
- 1Y
- 24.99%
- 3Y*
- 14.52%
- 5Y*
- 9.53%
- 10Y*
- 10.27%
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HWMIX vs. NAMAX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is higher than NAMAX's 0.88% expense ratio.
Return for Risk
HWMIX vs. NAMAX — Risk / Return Rank
HWMIX
NAMAX
HWMIX vs. NAMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Columbia Select Mid Cap Value Fund (NAMAX). 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 | NAMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.32 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.88 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.90 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.49 | 8.28 | -2.79 |
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 | NAMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.32 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.53 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.51 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.46 | +0.01 |
Correlation
The correlation between HWMIX and NAMAX is 0.91, 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. NAMAX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.31%, less than NAMAX's 6.24% 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% |
NAMAX Columbia Select Mid Cap Value Fund | 6.24% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
Drawdowns
HWMIX vs. NAMAX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than NAMAX's maximum drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for HWMIX and NAMAX.
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Drawdown Indicators
| HWMIX | NAMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -60.44% | -9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -13.67% | -3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -20.90% | -5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -43.24% | -19.97% |
Current DrawdownCurrent decline from peak | -3.32% | -6.21% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -8.56% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.14% | +1.01% |
Volatility
HWMIX vs. NAMAX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 4.30%, while Columbia Select Mid Cap Value Fund (NAMAX) has a volatility of 5.84%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than NAMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWMIX | NAMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.84% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 10.56% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 18.99% | +4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 18.12% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.62% | 20.02% | +5.60% |