HWSIX vs. PVCMX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund (HWSIX) and Palm Valley Capital Fund Investor Class (PVCMX).
HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
HWSIX vs. PVCMX - Performance Comparison
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HWSIX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 7.25% |
PVCMX Palm Valley Capital Fund Investor Class | 0.58% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
Returns By Period
In the year-to-date period, HWSIX achieves a 7.19% return, which is significantly higher than PVCMX's 0.58% 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%
PVCMX
- 1D
- 0.25%
- 1M
- -1.05%
- YTD
- 0.58%
- 6M
- 1.23%
- 1Y
- 4.45%
- 3Y*
- 5.18%
- 5Y*
- 4.37%
- 10Y*
- —
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HWSIX vs. PVCMX - Expense Ratio Comparison
HWSIX has a 1.06% expense ratio, which is lower than PVCMX's 1.30% expense ratio.
Return for Risk
HWSIX vs. PVCMX — Risk / Return Rank
HWSIX
PVCMX
HWSIX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Value Fund (HWSIX) and Palm Valley Capital Fund Investor Class (PVCMX). 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 | PVCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.92 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.44 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.52 | -0.60 |
Martin ratioReturn relative to average drawdown | 3.44 | 4.20 | -0.76 |
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 | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.92 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.84 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.04 | -0.60 |
Correlation
The correlation between HWSIX and PVCMX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HWSIX vs. PVCMX - Dividend Comparison
HWSIX's dividend yield for the trailing twelve months is around 0.94%, less than PVCMX's 4.77% yield.
| 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% |
PVCMX Palm Valley Capital Fund Investor Class | 4.77% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HWSIX vs. PVCMX - Drawdown Comparison
The maximum HWSIX drawdown since its inception was -72.00%, which is greater than PVCMX's maximum drawdown of -7.44%. Use the drawdown chart below to compare losses from any high point for HWSIX and PVCMX.
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Drawdown Indicators
| HWSIX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.00% | -7.44% | -64.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -2.81% | -13.63% |
Max Drawdown (5Y)Largest decline over 5 years | -26.92% | -7.44% | -19.48% |
Max Drawdown (10Y)Largest decline over 10 years | -53.67% | — | — |
Current DrawdownCurrent decline from peak | -2.75% | -1.85% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -1.29% | -10.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 1.02% | +3.40% |
Volatility
HWSIX vs. PVCMX - Volatility Comparison
Hotchkis & Wiley Small Cap Value Fund (HWSIX) has a higher volatility of 4.15% compared to Palm Valley Capital Fund Investor Class (PVCMX) at 0.95%. This indicates that HWSIX's price experiences larger fluctuations and is considered to be riskier than PVCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWSIX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 0.95% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 2.94% | +9.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.97% | 4.75% | +19.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.70% | 5.20% | +16.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 6.37% | +18.30% |