HWSIX vs. ARSMX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund (HWSIX) and AMG River Road Small-Mid Cap Value Fund (ARSMX).
HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985. ARSMX is managed by AMG. It was launched on Mar 29, 2007.
Performance
HWSIX vs. ARSMX - Performance Comparison
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HWSIX vs. ARSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.66% |
ARSMX AMG River Road Small-Mid Cap Value Fund | -3.04% | -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, HWSIX achieves a 7.19% return, which is significantly higher than ARSMX's -3.04% return. Over the past 10 years, HWSIX has outperformed ARSMX with an annualized return of 10.01%, while ARSMX has yielded a comparatively lower 9.33% annualized return.
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
ARSMX
- 1D
- -0.11%
- 1M
- -5.33%
- YTD
- -3.04%
- 6M
- -5.91%
- 1Y
- -0.75%
- 3Y*
- 6.77%
- 5Y*
- 4.08%
- 10Y*
- 9.33%
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HWSIX vs. ARSMX - Expense Ratio Comparison
HWSIX has a 1.06% expense ratio, which is lower than ARSMX's 1.27% expense ratio.
Return for Risk
HWSIX vs. ARSMX — Risk / Return Rank
HWSIX
ARSMX
HWSIX vs. ARSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Value Fund (HWSIX) 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.
| HWSIX | ARSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | -0.02 | +0.75 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.10 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.01 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | -0.18 | +1.11 |
Martin ratioReturn relative to average drawdown | 3.44 | -0.55 | +3.99 |
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
| HWSIX | ARSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | -0.02 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.23 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.48 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.35 | +0.10 |
Correlation
The correlation between HWSIX and ARSMX 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
HWSIX vs. ARSMX - Dividend Comparison
HWSIX's dividend yield for the trailing twelve months is around 0.94%, while ARSMX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
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
HWSIX vs. ARSMX - Drawdown Comparison
The maximum HWSIX drawdown since its inception was -72.00%, which is greater than ARSMX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for HWSIX and ARSMX.
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Drawdown Indicators
| HWSIX | ARSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.00% | -51.75% | -20.25% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -12.25% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.92% | -19.34% | -7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -53.67% | -42.96% | -10.71% |
Current DrawdownCurrent decline from peak | -2.75% | -10.31% | +7.56% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -8.12% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.04% | +0.38% |
Volatility
HWSIX vs. ARSMX - Volatility Comparison
Hotchkis & Wiley Small Cap Value Fund (HWSIX) has a higher volatility of 4.15% compared to AMG River Road Small-Mid Cap Value Fund (ARSMX) at 3.68%. This indicates that HWSIX'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
| HWSIX | ARSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 3.68% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 11.17% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.97% | 18.46% | +5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.70% | 17.87% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 19.59% | +5.08% |