PCSVX vs. HWSAX
Compare and contrast key facts about PACE Small/Medium Co Value Equity Investments (PCSVX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
PCSVX is managed by UBS. It was launched on Aug 24, 1995. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
PCSVX vs. HWSAX - Performance Comparison
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PCSVX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSVX PACE Small/Medium Co Value Equity Investments | 2.36% | 4.33% | 6.24% | 12.57% | -13.44% | 25.68% | 12.13% | 25.80% | -16.67% | 9.48% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | 1.38% | 4.77% | 18.56% | 2.81% | 35.32% | -0.50% | 20.26% | -15.23% | 7.39% |
Returns By Period
In the year-to-date period, PCSVX achieves a 2.36% return, which is significantly lower than HWSAX's 9.00% return. Over the past 10 years, PCSVX has underperformed HWSAX with an annualized return of 7.74%, while HWSAX has yielded a comparatively higher 9.96% annualized return.
PCSVX
- 1D
- 2.48%
- 1M
- -5.53%
- YTD
- 2.36%
- 6M
- 4.25%
- 1Y
- 14.86%
- 3Y*
- 8.39%
- 5Y*
- 3.12%
- 10Y*
- 7.74%
HWSAX
- 1D
- 1.75%
- 1M
- 0.95%
- YTD
- 9.00%
- 6M
- 7.38%
- 1Y
- 18.60%
- 3Y*
- 10.15%
- 5Y*
- 9.03%
- 10Y*
- 9.96%
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PCSVX vs. HWSAX - Expense Ratio Comparison
PCSVX has a 1.02% expense ratio, which is lower than HWSAX's 1.21% expense ratio.
Return for Risk
PCSVX vs. HWSAX — Risk / Return Rank
PCSVX
HWSAX
PCSVX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Value Equity Investments (PCSVX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX). 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.
| PCSVX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.78 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.22 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.17 | -0.47 |
Martin ratioReturn relative to average drawdown | 2.61 | 4.34 | -1.73 |
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
| PCSVX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.78 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.42 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.41 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.47 | -0.11 |
Correlation
The correlation between PCSVX and HWSAX 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
PCSVX vs. HWSAX - Dividend Comparison
PCSVX's dividend yield for the trailing twelve months is around 3.46%, more than HWSAX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSVX PACE Small/Medium Co Value Equity Investments | 3.46% | 3.54% | 18.45% | 0.69% | 22.49% | 16.23% | 0.61% | 0.83% | 7.14% | 11.82% | 2.62% | 11.87% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 0.64% | 0.69% | 8.19% | 1.79% | 13.39% | 0.22% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.67% |
Drawdowns
PCSVX vs. HWSAX - Drawdown Comparison
The maximum PCSVX drawdown since its inception was -62.95%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for PCSVX and HWSAX.
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Drawdown Indicators
| PCSVX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.95% | -72.14% | +9.19% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -16.44% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -26.98% | -7.98% |
Max Drawdown (10Y)Largest decline over 10 years | -46.65% | -53.82% | +7.17% |
Current DrawdownCurrent decline from peak | -13.08% | -1.09% | -11.99% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -11.03% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 4.43% | +0.02% |
Volatility
PCSVX vs. HWSAX - Volatility Comparison
PACE Small/Medium Co Value Equity Investments (PCSVX) has a higher volatility of 5.51% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.45%. This indicates that PCSVX's price experiences larger fluctuations and is considered to be riskier than HWSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSVX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 4.45% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 12.99% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 23.99% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 21.71% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.97% | 24.65% | -1.68% |