HWNIX vs. GSIMX
Compare and contrast key facts about Hotchkis & Wiley International Value Fund (HWNIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX).
HWNIX is managed by Hotchkis & Wiley. It was launched on Dec 30, 2015. GSIMX is managed by Goldman Sachs. It was launched on Dec 15, 2016.
Performance
HWNIX vs. GSIMX - Performance Comparison
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HWNIX vs. GSIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWNIX Hotchkis & Wiley International Value Fund | -0.59% | 41.40% | 5.92% | 22.98% | -5.40% | 18.12% | -2.36% | 20.53% | -18.77% | 17.04% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 3.78% | 20.85% | 9.66% | 22.10% | -11.06% | 12.50% | 15.77% | 27.64% | -6.04% | 29.92% |
Returns By Period
In the year-to-date period, HWNIX achieves a -0.59% return, which is significantly lower than GSIMX's 3.78% return.
HWNIX
- 1D
- 0.30%
- 1M
- -10.33%
- YTD
- -0.59%
- 6M
- 6.22%
- 1Y
- 26.19%
- 3Y*
- 19.00%
- 5Y*
- 13.03%
- 10Y*
- 9.88%
GSIMX
- 1D
- 0.60%
- 1M
- -6.12%
- YTD
- 3.78%
- 6M
- 7.89%
- 1Y
- 15.89%
- 3Y*
- 17.37%
- 5Y*
- 10.41%
- 10Y*
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HWNIX vs. GSIMX - Expense Ratio Comparison
HWNIX has a 0.95% expense ratio, which is higher than GSIMX's 0.76% expense ratio.
Return for Risk
HWNIX vs. GSIMX — Risk / Return Rank
HWNIX
GSIMX
HWNIX vs. GSIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley International Value Fund (HWNIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX). 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.
| HWNIX | GSIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.28 | +0.23 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.69 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.81 | +0.12 |
Martin ratioReturn relative to average drawdown | 7.74 | 7.41 | +0.33 |
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
| HWNIX | GSIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.28 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.81 | -0.33 |
Correlation
The correlation between HWNIX and GSIMX is 0.74, 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
HWNIX vs. GSIMX - Dividend Comparison
HWNIX's dividend yield for the trailing twelve months is around 17.00%, more than GSIMX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HWNIX Hotchkis & Wiley International Value Fund | 17.00% | 16.90% | 13.76% | 8.40% | 3.20% | 1.46% | 1.21% | 3.77% | 7.96% | 5.89% | 3.90% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 4.93% | 5.12% | 11.18% | 2.36% | 4.89% | 2.23% | 0.18% | 0.65% | 0.53% | 0.16% | 0.00% |
Drawdowns
HWNIX vs. GSIMX - Drawdown Comparison
The maximum HWNIX drawdown since its inception was -48.97%, which is greater than GSIMX's maximum drawdown of -28.84%. Use the drawdown chart below to compare losses from any high point for HWNIX and GSIMX.
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Drawdown Indicators
| HWNIX | GSIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.97% | -28.84% | -20.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -8.75% | -3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -29.23% | -25.37% | -3.86% |
Max Drawdown (10Y)Largest decline over 10 years | -48.97% | — | — |
Current DrawdownCurrent decline from peak | -10.51% | -6.12% | -4.39% |
Average DrawdownAverage peak-to-trough decline | -8.09% | -4.85% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.15% | +0.90% |
Volatility
HWNIX vs. GSIMX - Volatility Comparison
Hotchkis & Wiley International Value Fund (HWNIX) has a higher volatility of 6.60% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) at 4.78%. This indicates that HWNIX's price experiences larger fluctuations and is considered to be riskier than GSIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWNIX | GSIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 4.78% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 7.35% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 12.47% | +4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 14.42% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 15.77% | +4.16% |