SCVAX vs. HWSAX
Compare and contrast key facts about Allspring Small Company Value Fund (SCVAX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
SCVAX is managed by Allspring Global Investments. It was launched on Jan 31, 2002. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
SCVAX vs. HWSAX - Performance Comparison
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SCVAX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 6.99% | 1.75% | 8.22% | 15.19% | -12.13% | 36.81% | 1.99% | 22.20% | -14.18% | 11.58% |
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, SCVAX achieves a 6.99% return, which is significantly lower than HWSAX's 9.00% return. Over the past 10 years, SCVAX has underperformed HWSAX with an annualized return of 9.37%, while HWSAX has yielded a comparatively higher 9.96% annualized return.
SCVAX
- 1D
- 1.97%
- 1M
- -4.99%
- YTD
- 6.99%
- 6M
- 6.71%
- 1Y
- 16.95%
- 3Y*
- 10.27%
- 5Y*
- 5.27%
- 10Y*
- 9.37%
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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SCVAX vs. HWSAX - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is lower than HWSAX's 1.21% expense ratio.
Return for Risk
SCVAX vs. HWSAX — Risk / Return Rank
SCVAX
HWSAX
SCVAX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) 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.
| SCVAX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.78 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.22 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.17 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.96 | 4.34 | +0.62 |
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
| SCVAX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.78 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.42 | -0.16 |
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 | -0.03 |
Correlation
The correlation between SCVAX 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
SCVAX vs. HWSAX - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 5.50%, more than HWSAX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 5.50% | 5.88% | 8.23% | 0.77% | 4.33% | 6.02% | 0.39% | 0.48% | 0.71% | 0.30% | 0.04% | 0.13% |
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
SCVAX vs. HWSAX - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -70.30%, roughly equal to the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for SCVAX and HWSAX.
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Drawdown Indicators
| SCVAX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.30% | -72.14% | +1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -16.44% | +2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -26.98% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -46.64% | -53.82% | +7.18% |
Current DrawdownCurrent decline from peak | -5.09% | -1.09% | -4.00% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -11.03% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.43% | -0.82% |
Volatility
SCVAX vs. HWSAX - Volatility Comparison
Allspring Small Company Value Fund (SCVAX) has a higher volatility of 5.72% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.45%. This indicates that SCVAX'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
| SCVAX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 4.45% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 12.99% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.61% | 23.99% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 21.71% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 24.65% | -1.41% |