PCGRX vs. HWMIX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
PCGRX vs. HWMIX - Performance Comparison
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PCGRX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 3.31% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
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, PCGRX achieves a 3.31% return, which is significantly lower than HWMIX's 6.74% return. Both investments have delivered pretty close results over the past 10 years, with PCGRX having a 8.81% annualized return and HWMIX not far ahead at 9.08%.
PCGRX
- 1D
- 1.92%
- 1M
- -4.84%
- YTD
- 3.31%
- 6M
- 6.81%
- 1Y
- 15.29%
- 3Y*
- 11.94%
- 5Y*
- 8.48%
- 10Y*
- 8.81%
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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PCGRX vs. HWMIX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than HWMIX's 1.01% expense ratio.
Return for Risk
PCGRX vs. HWMIX — Risk / Return Rank
PCGRX
HWMIX
PCGRX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) 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.
| PCGRX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.93 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.41 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.35 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.54 | 5.49 | -0.96 |
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
| PCGRX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.93 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.36 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.47 | +0.07 |
Correlation
The correlation between PCGRX and HWMIX is 0.89, 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
PCGRX vs. HWMIX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 6.96%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 6.96% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
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
PCGRX vs. HWMIX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for PCGRX and HWMIX.
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Drawdown Indicators
| PCGRX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -69.84% | +16.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -16.87% | +2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -25.90% | +5.61% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -63.21% | +20.91% |
Current DrawdownCurrent decline from peak | -5.84% | -3.32% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -10.89% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 4.15% | -0.56% |
Volatility
PCGRX vs. HWMIX - Volatility Comparison
Pioneer Mid Cap Value Fund (PCGRX) has a higher volatility of 5.01% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that PCGRX'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
| PCGRX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.30% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 12.42% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 23.86% | -4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 22.34% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.51% | 25.62% | -6.11% |