HWVIX vs. SSCVX
Compare and contrast key facts about Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) and Columbia Select Small Cap Value Fund (SSCVX).
HWVIX is managed by Hotchkis & Wiley. It was launched on Jun 30, 2014. SSCVX is managed by Columbia. It was launched on Apr 25, 1997.
Performance
HWVIX vs. SSCVX - Performance Comparison
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HWVIX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HWVIX Hotchkis & Wiley Small Cap Diversified Value Fund | 5.73% | 3.02% | 4.31% | 16.36% | -6.33% | 35.19% | 1.25% | 21.68% | -14.44% | 13.55% |
SSCVX Columbia Select Small Cap Value Fund | 8.57% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
Returns By Period
In the year-to-date period, HWVIX achieves a 5.73% return, which is significantly lower than SSCVX's 8.57% return. Over the past 10 years, HWVIX has outperformed SSCVX with an annualized return of 10.12%, while SSCVX has yielded a comparatively lower 8.60% annualized 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%
SSCVX
- 1D
- 2.61%
- 1M
- -5.48%
- YTD
- 8.57%
- 6M
- 8.91%
- 1Y
- 25.62%
- 3Y*
- 12.15%
- 5Y*
- 5.98%
- 10Y*
- 8.60%
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HWVIX vs. SSCVX - Expense Ratio Comparison
HWVIX has a 0.80% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Return for Risk
HWVIX vs. SSCVX — Risk / Return Rank
HWVIX
SSCVX
HWVIX vs. SSCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) and Columbia Select Small Cap Value Fund (SSCVX). 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 | SSCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.13 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.68 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.68 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.31 | 6.89 | -2.58 |
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 | SSCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.13 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.28 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.37 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.32 | +0.03 |
Correlation
The correlation between HWVIX and SSCVX is 0.93, 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. SSCVX - Dividend Comparison
HWVIX's dividend yield for the trailing twelve months is around 1.08%, less than SSCVX's 10.10% 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% |
SSCVX Columbia Select Small Cap Value Fund | 10.10% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
Drawdowns
HWVIX vs. SSCVX - Drawdown Comparison
The maximum HWVIX drawdown since its inception was -52.18%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for HWVIX and SSCVX.
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Drawdown Indicators
| HWVIX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.18% | -65.34% | +13.16% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -15.41% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -29.22% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -52.18% | -48.87% | -3.31% |
Current DrawdownCurrent decline from peak | -5.21% | -5.48% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -11.91% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 3.75% | +0.55% |
Volatility
HWVIX vs. SSCVX - Volatility Comparison
The current volatility for Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) is 4.45%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.40%. This indicates that HWVIX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HWVIX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 6.40% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 12.75% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 22.93% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 21.21% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.48% | 23.45% | +1.03% |