HWSAX vs. ARSMX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and AMG River Road Small-Mid Cap Value Fund (ARSMX).
HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000. ARSMX is managed by AMG. It was launched on Mar 29, 2007.
Performance
HWSAX vs. ARSMX - Performance Comparison
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HWSAX vs. ARSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | 1.38% | 4.77% | 18.56% | 2.81% | 35.32% | -0.50% | 20.26% | -15.23% | 7.39% |
ARSMX AMG River Road Small-Mid Cap Value Fund | -1.68% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 34.82% | -6.44% | 15.26% |
Returns By Period
In the year-to-date period, HWSAX achieves a 9.00% return, which is significantly higher than ARSMX's -1.68% return. Both investments have delivered pretty close results over the past 10 years, with HWSAX having a 9.96% annualized return and ARSMX not far behind at 9.48%.
HWSAX
- 1D
- 1.75%
- 1M
- 0.95%
- YTD
- 9.00%
- 6M
- 7.38%
- 1Y
- 18.60%
- 3Y*
- 10.15%
- 5Y*
- 9.03%
- 10Y*
- 9.96%
ARSMX
- 1D
- 1.41%
- 1M
- -4.29%
- YTD
- -1.68%
- 6M
- -4.87%
- 1Y
- 0.11%
- 3Y*
- 7.27%
- 5Y*
- 4.09%
- 10Y*
- 9.48%
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HWSAX vs. ARSMX - Expense Ratio Comparison
HWSAX has a 1.21% expense ratio, which is lower than ARSMX's 1.27% expense ratio.
Return for Risk
HWSAX vs. ARSMX — Risk / Return Rank
HWSAX
ARSMX
HWSAX vs. ARSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and AMG River Road Small-Mid Cap Value Fund (ARSMX). 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.
| HWSAX | ARSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.04 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.22 | 0.18 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.02 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.07 | +1.24 |
Martin ratioReturn relative to average drawdown | 4.34 | -0.21 | +4.54 |
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
| HWSAX | ARSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.04 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.23 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.49 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.35 | +0.12 |
Correlation
The correlation between HWSAX and ARSMX 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
HWSAX vs. ARSMX - Dividend Comparison
HWSAX's dividend yield for the trailing twelve months is around 0.64%, while ARSMX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 0.64% | 0.69% | 8.19% | 1.79% | 13.39% | 0.22% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.67% |
ARSMX AMG River Road Small-Mid Cap Value Fund | 0.00% | 0.00% | 9.27% | 3.89% | 4.85% | 5.86% | 0.00% | 3.60% | 8.60% | 15.66% | 8.03% | 17.82% |
Drawdowns
HWSAX vs. ARSMX - Drawdown Comparison
The maximum HWSAX drawdown since its inception was -72.14%, which is greater than ARSMX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for HWSAX and ARSMX.
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Drawdown Indicators
| HWSAX | ARSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -51.75% | -20.39% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -12.25% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | -19.34% | -7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -53.82% | -42.96% | -10.86% |
Current DrawdownCurrent decline from peak | -1.09% | -9.05% | +7.96% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -8.12% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 4.07% | +0.36% |
Volatility
HWSAX vs. ARSMX - Volatility Comparison
Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) has a higher volatility of 4.45% compared to AMG River Road Small-Mid Cap Value Fund (ARSMX) at 4.00%. This indicates that HWSAX's price experiences larger fluctuations and is considered to be riskier than ARSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWSAX | ARSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.00% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 11.20% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 18.48% | +5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.71% | 17.88% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 19.60% | +5.05% |