HWTIX vs. ARTJX
Compare and contrast key facts about Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) and Artisan International Small-Mid Fund (ARTJX).
HWTIX is managed by Hotchkis & Wiley. It was launched on Jun 29, 2020. ARTJX is managed by Artisan. It was launched on Dec 20, 2001.
Performance
HWTIX vs. ARTJX - Performance Comparison
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HWTIX vs. ARTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | -2.04% | 30.96% | 4.62% | 20.79% | -8.67% | 16.22% | 34.26% |
ARTJX Artisan International Small-Mid Fund | -5.96% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.44% |
Returns By Period
In the year-to-date period, HWTIX achieves a -2.04% return, which is significantly higher than ARTJX's -5.96% return.
HWTIX
- 1D
- -0.35%
- 1M
- -10.75%
- YTD
- -2.04%
- 6M
- -0.02%
- 1Y
- 21.96%
- 3Y*
- 14.94%
- 5Y*
- 9.48%
- 10Y*
- —
ARTJX
- 1D
- -0.44%
- 1M
- -8.91%
- YTD
- -5.96%
- 6M
- -3.74%
- 1Y
- 12.89%
- 3Y*
- 4.41%
- 5Y*
- -0.37%
- 10Y*
- 5.97%
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HWTIX vs. ARTJX - Expense Ratio Comparison
HWTIX has a 0.99% expense ratio, which is lower than ARTJX's 1.28% expense ratio.
Return for Risk
HWTIX vs. ARTJX — Risk / Return Rank
HWTIX
ARTJX
HWTIX vs. ARTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) and Artisan International Small-Mid Fund (ARTJX). 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.
| HWTIX | ARTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.75 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.12 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 0.89 | +0.78 |
Martin ratioReturn relative to average drawdown | 6.61 | 3.41 | +3.19 |
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
| HWTIX | ARTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.75 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.02 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.54 | +0.17 |
Correlation
The correlation between HWTIX and ARTJX is 0.80, 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
HWTIX vs. ARTJX - Dividend Comparison
HWTIX's dividend yield for the trailing twelve months is around 4.78%, less than ARTJX's 5.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | 4.78% | 4.68% | 31.95% | 6.64% | 5.32% | 22.94% | 4.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARTJX Artisan International Small-Mid Fund | 5.95% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
Drawdowns
HWTIX vs. ARTJX - Drawdown Comparison
The maximum HWTIX drawdown since its inception was -29.57%, smaller than the maximum ARTJX drawdown of -64.43%. Use the drawdown chart below to compare losses from any high point for HWTIX and ARTJX.
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Drawdown Indicators
| HWTIX | ARTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.57% | -64.43% | +34.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -10.10% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -29.57% | -37.04% | +7.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -10.75% | -12.71% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -13.31% | +6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.92% | +0.06% |
Volatility
HWTIX vs. ARTJX - Volatility Comparison
The current volatility for Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) is 5.27%, while Artisan International Small-Mid Fund (ARTJX) has a volatility of 5.95%. This indicates that HWTIX experiences smaller price fluctuations and is considered to be less risky than ARTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWTIX | ARTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 5.95% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 10.10% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 15.44% | -0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.86% | 17.76% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.17% | 17.35% | +4.82% |