Correlation
The correlation between HWSAX and VINIX is 0.81, 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.
HWSAX vs. VINIX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWSAX or VINIX.
Performance
HWSAX vs. VINIX - Performance Comparison
Loading data...
Key characteristics
HWSAX:
-0.17
VINIX:
0.70
HWSAX:
-0.18
VINIX:
1.04
HWSAX:
0.98
VINIX:
1.15
HWSAX:
-0.22
VINIX:
0.69
HWSAX:
-0.63
VINIX:
2.62
HWSAX:
9.34%
VINIX:
4.92%
HWSAX:
24.58%
VINIX:
19.79%
HWSAX:
-72.14%
VINIX:
-55.19%
HWSAX:
-15.02%
VINIX:
-3.42%
Returns By Period
In the year-to-date period, HWSAX achieves a -7.99% return, which is significantly lower than VINIX's 1.05% return. Over the past 10 years, HWSAX has underperformed VINIX with an annualized return of 6.16%, while VINIX has yielded a comparatively higher 12.80% annualized return.
HWSAX
-7.99%
5.14%
-14.20%
-4.13%
3.29%
18.30%
6.16%
VINIX
1.05%
6.45%
-0.82%
13.71%
14.12%
15.90%
12.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HWSAX vs. VINIX - Expense Ratio Comparison
HWSAX has a 1.21% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
HWSAX vs. VINIX — Risk-Adjusted Performance Rank
HWSAX
VINIX
HWSAX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.
Loading data...
Dividends
HWSAX vs. VINIX - Dividend Comparison
HWSAX's dividend yield for the trailing twelve months is around 8.90%, more than VINIX's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 8.90% | 8.19% | 1.79% | 13.39% | 0.21% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.66% | 12.26% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.53% | 2.58% | 2.97% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% | 1.88% |
Drawdowns
HWSAX vs. VINIX - Drawdown Comparison
The maximum HWSAX drawdown since its inception was -72.14%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HWSAX and VINIX.
Loading data...
Volatility
HWSAX vs. VINIX - Volatility Comparison
Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) has a higher volatility of 7.16% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 4.77%. This indicates that HWSAX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...