HWMIX vs. PCGRX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Pioneer Mid Cap Value Fund (PCGRX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. PCGRX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
HWMIX vs. PCGRX - Performance Comparison
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HWMIX vs. PCGRX - 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% |
PCGRX Pioneer Mid Cap Value Fund | 3.80% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
Returns By Period
In the year-to-date period, HWMIX achieves a 6.50% return, which is significantly higher than PCGRX's 3.80% return. Both investments have delivered pretty close results over the past 10 years, with HWMIX having a 9.06% annualized return and PCGRX not far behind at 8.87%.
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%
PCGRX
- 1D
- 0.48%
- 1M
- -2.86%
- YTD
- 3.80%
- 6M
- 7.15%
- 1Y
- 14.81%
- 3Y*
- 12.12%
- 5Y*
- 8.58%
- 10Y*
- 8.87%
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HWMIX vs. PCGRX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is lower than PCGRX's 1.05% expense ratio.
Return for Risk
HWMIX vs. PCGRX — Risk / Return Rank
HWMIX
PCGRX
HWMIX vs. PCGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Pioneer Mid Cap Value Fund (PCGRX). 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 | PCGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.83 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.25 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.08 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.23 | 4.37 | +0.87 |
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 | PCGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.83 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.49 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.46 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.08 |
Correlation
The correlation between HWMIX and PCGRX is 0.89, 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. PCGRX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.31%, less than PCGRX's 6.93% 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% |
PCGRX Pioneer Mid Cap Value Fund | 6.93% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
Drawdowns
HWMIX vs. PCGRX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than PCGRX's maximum drawdown of -53.63%. Use the drawdown chart below to compare losses from any high point for HWMIX and PCGRX.
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Drawdown Indicators
| HWMIX | PCGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -53.63% | -16.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.79% | -8.94% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -20.29% | -5.61% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -42.30% | -20.91% |
Current DrawdownCurrent decline from peak | -3.54% | -5.39% | +1.85% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -7.55% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 3.61% | +0.55% |
Volatility
HWMIX vs. PCGRX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 4.20%, while Pioneer Mid Cap Value Fund (PCGRX) has a volatility of 4.85%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than PCGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWMIX | PCGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.85% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 10.22% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 19.07% | +4.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 17.68% | +4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.61% | 19.51% | +6.10% |