PVMIX vs. HWMIX
Compare and contrast key facts about Principal MidCap Value Fund I (PVMIX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
PVMIX is managed by Principal. It was launched on Dec 29, 2003. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
PVMIX vs. HWMIX - Performance Comparison
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PVMIX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVMIX Principal MidCap Value Fund I | 4.81% | 6.09% | 33.38% | 11.04% | -5.95% | 30.97% | 6.50% | 26.69% | -11.07% | 14.63% |
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, PVMIX achieves a 4.81% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, PVMIX has outperformed HWMIX with an annualized return of 12.20%, while HWMIX has yielded a comparatively lower 9.08% annualized return.
PVMIX
- 1D
- 1.90%
- 1M
- -5.01%
- YTD
- 4.81%
- 6M
- 5.24%
- 1Y
- 12.80%
- 3Y*
- 17.44%
- 5Y*
- 11.63%
- 10Y*
- 12.20%
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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PVMIX vs. HWMIX - Expense Ratio Comparison
PVMIX has a 0.69% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
PVMIX vs. HWMIX — Risk / Return Rank
PVMIX
HWMIX
PVMIX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Value Fund I (PVMIX) 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.
| PVMIX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.93 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.41 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.35 | -0.36 |
Martin ratioReturn relative to average drawdown | 4.51 | 5.49 | -0.98 |
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
| PVMIX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.93 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.44 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.36 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Correlation
The correlation between PVMIX and HWMIX is 0.90, 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
PVMIX vs. HWMIX - Dividend Comparison
PVMIX's dividend yield for the trailing twelve months is around 6.89%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVMIX Principal MidCap Value Fund I | 6.89% | 7.22% | 33.98% | 4.63% | 7.12% | 11.44% | 1.38% | 5.11% | 13.23% | 6.92% | 1.58% | 11.19% |
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
PVMIX vs. HWMIX - Drawdown Comparison
The maximum PVMIX drawdown since its inception was -56.76%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for PVMIX and HWMIX.
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Drawdown Indicators
| PVMIX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.76% | -69.84% | +13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -16.87% | +4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.05% | -25.90% | +8.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -63.21% | +21.87% |
Current DrawdownCurrent decline from peak | -5.01% | -3.32% | -1.69% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -10.89% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 4.15% | -1.38% |
Volatility
PVMIX vs. HWMIX - Volatility Comparison
Principal MidCap Value Fund I (PVMIX) has a higher volatility of 4.52% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that PVMIX'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
| PVMIX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.30% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 12.42% | -3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 23.86% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 22.34% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.21% | 25.62% | -6.41% |