MYISX vs. HWMIX
Compare and contrast key facts about Victory Integrity Small/Mid-Cap Value Fund (MYISX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
MYISX 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
MYISX vs. HWMIX - Performance Comparison
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MYISX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 1.87% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
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, MYISX achieves a 1.87% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, MYISX has outperformed HWMIX with an annualized return of 10.17%, while HWMIX has yielded a comparatively lower 9.08% annualized return.
MYISX
- 1D
- 2.64%
- 1M
- -6.45%
- YTD
- 1.87%
- 6M
- 4.31%
- 1Y
- 19.12%
- 3Y*
- 10.71%
- 5Y*
- 7.12%
- 10Y*
- 10.17%
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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MYISX vs. HWMIX - Expense Ratio Comparison
MYISX has a 0.09% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
MYISX vs. HWMIX — Risk / Return Rank
MYISX
HWMIX
MYISX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Small/Mid-Cap Value Fund (MYISX) 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.
| MYISX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.93 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.41 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.35 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.17 | 5.49 | -0.32 |
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
| MYISX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.93 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.44 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.36 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.47 | -0.06 |
Correlation
The correlation between MYISX and HWMIX is 0.92, 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
MYISX vs. HWMIX - Dividend Comparison
MYISX's dividend yield for the trailing twelve months is around 4.27%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 4.27% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
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
MYISX vs. HWMIX - Drawdown Comparison
The maximum MYISX drawdown since its inception was -47.79%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for MYISX and HWMIX.
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Drawdown Indicators
| MYISX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.79% | -69.84% | +22.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.73% | -16.87% | +2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -25.90% | -0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -47.79% | -63.21% | +15.42% |
Current DrawdownCurrent decline from peak | -7.24% | -3.32% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -10.89% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 4.15% | -0.32% |
Volatility
MYISX vs. HWMIX - Volatility Comparison
Victory Integrity Small/Mid-Cap Value Fund (MYISX) has a higher volatility of 6.04% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that MYISX'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
| MYISX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 4.30% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 12.42% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.51% | 23.86% | -2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.26% | 22.34% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.26% | 25.62% | -2.36% |