SCYVX vs. HWSAX
Compare and contrast key facts about AB Small Cap Value Portfolio (SCYVX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
SCYVX is managed by AllianceBernstein. It was launched on Dec 3, 2014. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
SCYVX vs. HWSAX - Performance Comparison
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SCYVX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 5.45% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | 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, SCYVX achieves a 5.45% return, which is significantly lower than HWSAX's 7.13% return. Over the past 10 years, SCYVX has underperformed HWSAX with an annualized return of 7.75%, while HWSAX has yielded a comparatively higher 9.77% annualized return.
SCYVX
- 1D
- -0.27%
- 1M
- -5.81%
- YTD
- 5.45%
- 6M
- 4.72%
- 1Y
- 16.17%
- 3Y*
- 8.38%
- 5Y*
- 2.69%
- 10Y*
- 7.75%
HWSAX
- 1D
- -0.30%
- 1M
- -0.14%
- YTD
- 7.13%
- 6M
- 5.59%
- 1Y
- 16.59%
- 3Y*
- 9.52%
- 5Y*
- 9.01%
- 10Y*
- 9.77%
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SCYVX vs. HWSAX - Expense Ratio Comparison
SCYVX has a 0.92% expense ratio, which is lower than HWSAX's 1.21% expense ratio.
Return for Risk
SCYVX vs. HWSAX — Risk / Return Rank
SCYVX
HWSAX
SCYVX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Value Portfolio (SCYVX) 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.
| SCYVX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.72 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.15 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.91 | 0.00 |
Martin ratioReturn relative to average drawdown | 3.43 | 3.37 | +0.07 |
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
| SCYVX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.72 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.42 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.40 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.47 | -0.16 |
Correlation
The correlation between SCYVX and HWSAX is 0.94, 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
SCYVX vs. HWSAX - Dividend Comparison
SCYVX's dividend yield for the trailing twelve months is around 4.62%, more than HWSAX's 0.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 4.62% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A | 0.65% | 0.69% | 8.19% | 1.79% | 13.39% | 0.22% | 0.63% | 4.62% | 9.45% | 4.80% | 0.00% | 11.67% |
Drawdowns
SCYVX vs. HWSAX - Drawdown Comparison
The maximum SCYVX drawdown since its inception was -47.74%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for SCYVX and HWSAX.
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Drawdown Indicators
| SCYVX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.74% | -72.14% | +24.40% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -16.44% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -26.98% | -2.14% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -53.82% | +6.08% |
Current DrawdownCurrent decline from peak | -7.22% | -2.78% | -4.44% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -11.03% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 4.43% | -0.39% |
Volatility
SCYVX vs. HWSAX - Volatility Comparison
AB Small Cap Value Portfolio (SCYVX) has a higher volatility of 5.11% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.15%. This indicates that SCYVX'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
| SCYVX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 4.15% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 12.90% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 23.98% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.96% | 21.70% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.98% | 24.64% | -0.66% |