HWSAX vs. BOSVX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and Bridgeway Omni Small-Cap Value Fund (BOSVX).
HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000. BOSVX is managed by Bridgeway. It was launched on Aug 31, 2011.
Performance
HWSAX vs. BOSVX - Performance Comparison
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HWSAX vs. BOSVX - 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% |
BOSVX Bridgeway Omni Small-Cap Value Fund | 8.69% | 9.78% | 4.21% | 18.18% | -4.27% | 48.03% | 0.83% | 13.90% | -17.15% | 5.91% |
Returns By Period
The year-to-date returns for both stocks are quite close, with HWSAX having a 9.00% return and BOSVX slightly lower at 8.69%. Over the past 10 years, HWSAX has underperformed BOSVX with an annualized return of 9.96%, while BOSVX has yielded a comparatively higher 10.82% 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%
BOSVX
- 1D
- 1.80%
- 1M
- -2.80%
- YTD
- 8.69%
- 6M
- 14.04%
- 1Y
- 32.50%
- 3Y*
- 14.92%
- 5Y*
- 9.65%
- 10Y*
- 10.82%
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HWSAX vs. BOSVX - Expense Ratio Comparison
HWSAX has a 1.21% expense ratio, which is higher than BOSVX's 0.60% expense ratio.
Return for Risk
HWSAX vs. BOSVX — Risk / Return Rank
HWSAX
BOSVX
HWSAX vs. BOSVX - 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 Bridgeway Omni Small-Cap Value Fund (BOSVX). 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 | BOSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.36 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.96 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.21 | -1.04 |
Martin ratioReturn relative to average drawdown | 4.34 | 8.13 | -3.80 |
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 | BOSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.36 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.43 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.43 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.48 | -0.01 |
Correlation
The correlation between HWSAX and BOSVX is 0.94, 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. BOSVX - Dividend Comparison
HWSAX's dividend yield for the trailing twelve months is around 0.64%, less than BOSVX's 9.19% yield.
| 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% |
BOSVX Bridgeway Omni Small-Cap Value Fund | 9.19% | 9.99% | 9.71% | 8.55% | 21.96% | 4.12% | 1.21% | 0.99% | 10.36% | 6.66% | 0.89% | 1.00% |
Drawdowns
HWSAX vs. BOSVX - Drawdown Comparison
The maximum HWSAX drawdown since its inception was -72.14%, which is greater than BOSVX's maximum drawdown of -57.14%. Use the drawdown chart below to compare losses from any high point for HWSAX and BOSVX.
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Drawdown Indicators
| HWSAX | BOSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -57.14% | -15.00% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -14.60% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | -28.71% | +1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -53.82% | -57.14% | +3.32% |
Current DrawdownCurrent decline from peak | -1.09% | -4.40% | +3.31% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -8.67% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 3.97% | +0.46% |
Volatility
HWSAX vs. BOSVX - Volatility Comparison
The current volatility for Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) is 4.45%, while Bridgeway Omni Small-Cap Value Fund (BOSVX) has a volatility of 5.64%. This indicates that HWSAX experiences smaller price fluctuations and is considered to be less risky than BOSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWSAX | BOSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.64% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 14.81% | -1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 24.25% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.71% | 22.84% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 25.05% | -0.40% |