PSOPX vs. HWSAX
Compare and contrast key facts about JPMorgan Small Cap Value Fund (PSOPX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
PSOPX is managed by JPMorgan. It was launched on Jan 27, 1995. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
PSOPX vs. HWSAX - Performance Comparison
Loading graphics...
PSOPX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 3.86% | 12.32% | 15.20% | 13.08% | -13.37% | 32.44% | 6.14% | 19.14% | -13.97% | 3.17% |
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, PSOPX achieves a 3.86% return, which is significantly lower than HWSAX's 9.00% return. Over the past 10 years, PSOPX has underperformed HWSAX with an annualized return of 9.45%, while HWSAX has yielded a comparatively higher 9.96% annualized return.
PSOPX
- 1D
- 2.77%
- 1M
- -5.54%
- YTD
- 3.86%
- 6M
- 8.67%
- 1Y
- 25.47%
- 3Y*
- 15.26%
- 5Y*
- 7.04%
- 10Y*
- 9.45%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSOPX vs. HWSAX - Expense Ratio Comparison
PSOPX has a 0.94% expense ratio, which is lower than HWSAX's 1.21% expense ratio.
Return for Risk
PSOPX vs. HWSAX — Risk / Return Rank
PSOPX
HWSAX
PSOPX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Value Fund (PSOPX) 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.
| PSOPX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.78 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.22 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.17 | +0.67 |
Martin ratioReturn relative to average drawdown | 7.17 | 4.34 | +2.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSOPX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.78 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.42 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.41 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.47 | -0.04 |
Correlation
The correlation between PSOPX and HWSAX 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
PSOPX vs. HWSAX - Dividend Comparison
PSOPX's dividend yield for the trailing twelve months is around 8.93%, more than HWSAX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 8.93% | 9.31% | 12.79% | 1.59% | 9.50% | 16.48% | 0.74% | 6.38% | 16.22% | 6.38% | 0.73% | 5.58% |
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
PSOPX vs. HWSAX - Drawdown Comparison
The maximum PSOPX drawdown since its inception was -60.75%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for PSOPX and HWSAX.
Loading graphics...
Drawdown Indicators
| PSOPX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.75% | -72.14% | +11.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.00% | -16.44% | +2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.08% | -26.98% | +2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -46.52% | -53.82% | +7.30% |
Current DrawdownCurrent decline from peak | -6.59% | -1.09% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -11.03% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 4.43% | -0.84% |
Volatility
PSOPX vs. HWSAX - Volatility Comparison
JPMorgan Small Cap Value Fund (PSOPX) has a higher volatility of 6.74% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.45%. This indicates that PSOPX'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.
Loading graphics...
Volatility by Period
| PSOPX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 4.45% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 12.99% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 23.99% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 21.71% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 24.65% | -1.11% |