HWMIX vs. TCVIX
Compare and contrast key facts about Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Touchstone Mid Cap Value Fund (TCVIX).
HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997. TCVIX is managed by Touchstone. It was launched on Sep 30, 2009.
Performance
HWMIX vs. TCVIX - Performance Comparison
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HWMIX vs. TCVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
Returns By Period
The year-to-date returns for both investments are quite close, with HWMIX having a 5.14% return and TCVIX slightly higher at 5.28%. Both investments have delivered pretty close results over the past 10 years, with HWMIX having a 8.92% annualized return and TCVIX not far ahead at 8.94%.
HWMIX
- 1D
- -0.11%
- 1M
- -3.40%
- YTD
- 5.14%
- 6M
- 7.65%
- 1Y
- 20.19%
- 3Y*
- 11.45%
- 5Y*
- 9.65%
- 10Y*
- 8.92%
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
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HWMIX vs. TCVIX - Expense Ratio Comparison
HWMIX has a 1.01% expense ratio, which is higher than TCVIX's 0.85% expense ratio.
Return for Risk
HWMIX vs. TCVIX — Risk / Return Rank
HWMIX
TCVIX
HWMIX vs. TCVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) and Touchstone Mid Cap Value Fund (TCVIX). 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 | TCVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.03 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.51 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.32 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.53 | 5.51 | -0.98 |
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 | TCVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.03 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.40 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.47 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.58 | -0.11 |
Correlation
The correlation between HWMIX and TCVIX 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. TCVIX - Dividend Comparison
HWMIX's dividend yield for the trailing twelve months is around 1.32%, less than TCVIX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.32% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
Drawdowns
HWMIX vs. TCVIX - Drawdown Comparison
The maximum HWMIX drawdown since its inception was -69.84%, which is greater than TCVIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for HWMIX and TCVIX.
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Drawdown Indicators
| HWMIX | TCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.84% | -41.89% | -27.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -12.52% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -19.37% | -6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -41.89% | -21.32% |
Current DrawdownCurrent decline from peak | -4.77% | -7.76% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -5.43% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 3.00% | +1.14% |
Volatility
HWMIX vs. TCVIX - Volatility Comparison
The current volatility for Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) is 3.97%, while Touchstone Mid Cap Value Fund (TCVIX) has a volatility of 5.27%. This indicates that HWMIX experiences smaller price fluctuations and is considered to be less risky than TCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWMIX | TCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 5.27% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 10.00% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 17.54% | +6.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 17.11% | +5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.61% | 19.11% | +6.50% |