MYIMX vs. HWMIX
Compare and contrast key facts about Victory Integrity Mid-Cap Value Fund (MYIMX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
MYIMX is managed by Victory. It was launched on Jul 1, 2011. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
MYIMX vs. HWMIX - Performance Comparison
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MYIMX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 3.52% | 10.49% | 11.97% | 12.79% | -6.63% | 28.64% | 5.22% | 27.69% | -14.98% | 16.33% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, MYIMX achieves a 3.52% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, MYIMX has outperformed HWMIX with an annualized return of 10.34%, while HWMIX has yielded a comparatively lower 9.08% annualized return.
MYIMX
- 1D
- 2.53%
- 1M
- -5.83%
- YTD
- 3.52%
- 6M
- 4.58%
- 1Y
- 16.82%
- 3Y*
- 12.21%
- 5Y*
- 8.23%
- 10Y*
- 10.34%
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
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MYIMX vs. HWMIX - Expense Ratio Comparison
MYIMX has a 0.75% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
MYIMX vs. HWMIX — Risk / Return Rank
MYIMX
HWMIX
MYIMX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Mid-Cap Value Fund (MYIMX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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.
| MYIMX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.93 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.41 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.35 | -0.03 |
Martin ratioReturn relative to average drawdown | 5.45 | 5.49 | -0.04 |
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
| MYIMX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.93 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.44 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.36 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.47 | +0.03 |
Correlation
The correlation between MYIMX and HWMIX is 0.91, 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
MYIMX vs. HWMIX - Dividend Comparison
MYIMX's dividend yield for the trailing twelve months is around 4.17%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 4.17% | 4.31% | 17.35% | 3.09% | 5.96% | 4.82% | 2.46% | 0.75% | 8.00% | 4.18% | 0.44% | 0.87% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
MYIMX vs. HWMIX - Drawdown Comparison
The maximum MYIMX drawdown since its inception was -45.40%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for MYIMX and HWMIX.
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Drawdown Indicators
| MYIMX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.40% | -69.84% | +24.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -16.87% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.36% | -25.90% | -1.46% |
Max Drawdown (10Y)Largest decline over 10 years | -45.40% | -63.21% | +17.81% |
Current DrawdownCurrent decline from peak | -6.16% | -3.32% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -10.89% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 4.15% | -0.91% |
Volatility
MYIMX vs. HWMIX - Volatility Comparison
Victory Integrity Mid-Cap Value Fund (MYIMX) has a higher volatility of 5.40% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that MYIMX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYIMX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 4.30% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 12.42% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 23.86% | -5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 22.34% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 25.62% | -4.23% |