HWSAX vs. SSCVX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and Columbia Select Small Cap Value Fund (SSCVX).
HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000. SSCVX is managed by Columbia. It was launched on Apr 25, 1997.
Performance
HWSAX vs. SSCVX - Performance Comparison
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HWSAX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | 1.38% | 4.77% | 18.56% | 2.81% | 35.32% | -0.50% | 20.26% | -15.23% | 7.39% |
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
Returns By Period
In the year-to-date period, HWSAX achieves a 7.13% return, which is significantly higher than SSCVX's 5.82% return. Over the past 10 years, HWSAX has outperformed SSCVX with an annualized return of 9.77%, while SSCVX has yielded a comparatively lower 8.32% annualized return.
HWSAX
- 1D
- -0.30%
- 1M
- -0.14%
- YTD
- 7.13%
- 6M
- 5.59%
- 1Y
- 16.59%
- 3Y*
- 9.52%
- 5Y*
- 9.01%
- 10Y*
- 9.77%
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
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HWSAX vs. SSCVX - Expense Ratio Comparison
HWSAX has a 1.21% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Return for Risk
HWSAX vs. SSCVX — Risk / Return Rank
HWSAX
SSCVX
HWSAX vs. SSCVX - 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 Columbia Select Small Cap Value Fund (SSCVX). 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 | SSCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.00 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.51 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.32 | -0.41 |
Martin ratioReturn relative to average drawdown | 3.37 | 5.44 | -2.07 |
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 | SSCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.00 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.27 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.36 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.31 | +0.16 |
Correlation
The correlation between HWSAX and SSCVX 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. SSCVX - Dividend Comparison
HWSAX's dividend yield for the trailing twelve months is around 0.65%, less than SSCVX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 0.65% | 0.69% | 8.19% | 1.79% | 13.39% | 0.22% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.67% |
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
Drawdowns
HWSAX vs. SSCVX - Drawdown Comparison
The maximum HWSAX drawdown since its inception was -72.14%, which is greater than SSCVX's maximum drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for HWSAX and SSCVX.
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Drawdown Indicators
| HWSAX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.14% | -65.34% | -6.80% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -15.41% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | -29.22% | +2.24% |
Max Drawdown (10Y)Largest decline over 10 years | -53.82% | -48.87% | -4.95% |
Current DrawdownCurrent decline from peak | -2.78% | -7.88% | +5.10% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -11.91% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 3.74% | +0.69% |
Volatility
HWSAX vs. SSCVX - Volatility Comparison
The current volatility for Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) is 4.15%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.07%. This indicates that HWSAX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWSAX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 6.07% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 12.52% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.98% | 22.83% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.70% | 21.18% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.64% | 23.44% | +1.20% |