HWSAX vs. ARSVX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and AMG River Road Small Cap Value Fund (ARSVX).
HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000. ARSVX is managed by AMG. It was launched on Jun 28, 2005.
Performance
HWSAX vs. ARSVX - Performance Comparison
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HWSAX vs. ARSVX - 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% |
ARSVX AMG River Road Small Cap Value Fund | -3.42% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
Returns By Period
In the year-to-date period, HWSAX achieves a 9.00% return, which is significantly higher than ARSVX's -3.42% return. Over the past 10 years, HWSAX has outperformed ARSVX with an annualized return of 9.96%, while ARSVX has yielded a comparatively lower 8.86% annualized return.
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%
ARSVX
- 1D
- 1.24%
- 1M
- -4.02%
- YTD
- -3.42%
- 6M
- -12.34%
- 1Y
- -7.42%
- 3Y*
- 4.61%
- 5Y*
- 3.00%
- 10Y*
- 8.86%
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HWSAX vs. ARSVX - Expense Ratio Comparison
HWSAX has a 1.21% expense ratio, which is lower than ARSVX's 1.35% expense ratio.
Return for Risk
HWSAX vs. ARSVX — Risk / Return Rank
HWSAX
ARSVX
HWSAX vs. ARSVX - 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 Cap Value Fund (ARSVX). 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 | ARSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | -0.34 | +1.12 |
Sortino ratioReturn per unit of downside risk | 1.22 | -0.32 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.95 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.49 | +1.66 |
Martin ratioReturn relative to average drawdown | 4.34 | -1.21 | +5.55 |
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 | ARSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | -0.34 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.17 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.46 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.39 | +0.08 |
Correlation
The correlation between HWSAX and ARSVX 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
HWSAX vs. ARSVX - Dividend Comparison
HWSAX's dividend yield for the trailing twelve months is around 0.64%, while ARSVX 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% |
ARSVX AMG River Road Small Cap Value Fund | 0.00% | 0.00% | 8.50% | 4.78% | 3.87% | 7.75% | 0.00% | 12.10% | 13.01% | 14.96% | 4.96% | 6.51% |
Drawdowns
HWSAX vs. ARSVX - Drawdown Comparison
The maximum HWSAX drawdown since its inception was -72.14%, which is greater than ARSVX's maximum drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for HWSAX and ARSVX.
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Drawdown Indicators
| HWSAX | ARSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -54.85% | -17.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -16.62% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | -19.21% | -7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -53.82% | -40.52% | -13.30% |
Current DrawdownCurrent decline from peak | -1.09% | -15.93% | +14.84% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -8.64% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 6.79% | -2.36% |
Volatility
HWSAX vs. ARSVX - Volatility Comparison
Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) has a higher volatility of 4.45% compared to AMG River Road Small Cap Value Fund (ARSVX) at 4.07%. This indicates that HWSAX's price experiences larger fluctuations and is considered to be riskier than ARSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWSAX | ARSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.07% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 14.37% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 20.60% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.71% | 17.93% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 19.37% | +5.28% |