HWVIX vs. PVCMX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) and Palm Valley Capital Fund Investor Class (PVCMX).
HWVIX is managed by Hotchkis & Wiley. It was launched on Jun 30, 2014. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
HWVIX vs. PVCMX - Performance Comparison
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HWVIX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HWVIX Hotchkis & Wiley Small Cap Diversified Value Fund | 5.73% | 3.02% | 4.31% | 16.36% | -6.33% | 35.19% | 1.25% | 10.32% |
PVCMX Palm Valley Capital Fund Investor Class | 0.74% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
Returns By Period
In the year-to-date period, HWVIX achieves a 5.73% return, which is significantly higher than PVCMX's 0.74% return.
HWVIX
- 1D
- 1.45%
- 1M
- -2.42%
- YTD
- 5.73%
- 6M
- 7.61%
- 1Y
- 18.43%
- 3Y*
- 9.69%
- 5Y*
- 5.75%
- 10Y*
- 10.12%
PVCMX
- 1D
- 0.16%
- 1M
- -0.73%
- YTD
- 0.74%
- 6M
- 1.40%
- 1Y
- 4.54%
- 3Y*
- 5.24%
- 5Y*
- 4.33%
- 10Y*
- —
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HWVIX vs. PVCMX - Expense Ratio Comparison
HWVIX has a 0.80% expense ratio, which is lower than PVCMX's 1.30% expense ratio.
Return for Risk
HWVIX vs. PVCMX — Risk / Return Rank
HWVIX
PVCMX
HWVIX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) 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.
| HWVIX | PVCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.98 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.53 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.61 | -0.36 |
Martin ratioReturn relative to average drawdown | 4.31 | 4.42 | -0.11 |
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
| HWVIX | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.98 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.84 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.05 | -0.71 |
Correlation
The correlation between HWVIX and PVCMX is 0.71, 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
HWVIX vs. PVCMX - Dividend Comparison
HWVIX's dividend yield for the trailing twelve months is around 1.08%, less than PVCMX's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWVIX Hotchkis & Wiley Small Cap Diversified Value Fund | 1.08% | 1.14% | 6.28% | 8.52% | 9.38% | 6.40% | 0.96% | 0.87% | 10.51% | 15.74% | 0.78% | 3.34% |
PVCMX Palm Valley Capital Fund Investor Class | 4.76% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HWVIX vs. PVCMX - Drawdown Comparison
The maximum HWVIX drawdown since its inception was -52.18%, which is greater than PVCMX's maximum drawdown of -7.44%. Use the drawdown chart below to compare losses from any high point for HWVIX and PVCMX.
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Drawdown Indicators
| HWVIX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.18% | -7.44% | -44.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -2.81% | -12.01% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -7.44% | -19.90% |
Max Drawdown (10Y)Largest decline over 10 years | -52.18% | — | — |
Current DrawdownCurrent decline from peak | -5.21% | -1.69% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -1.29% | -7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 1.03% | +3.27% |
Volatility
HWVIX vs. PVCMX - Volatility Comparison
Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) has a higher volatility of 4.45% compared to Palm Valley Capital Fund Investor Class (PVCMX) at 0.97%. This indicates that HWVIX'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
| HWVIX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 0.97% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 2.94% | +9.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 4.75% | +18.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 5.20% | +16.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.48% | 6.37% | +18.11% |