SNWIX vs. HWSAX
Compare and contrast key facts about Easterly Snow Capital Small Cap Value Fund (SNWIX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
SNWIX is managed by Snow Capital Funds. It was launched on Nov 30, 2010. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
SNWIX vs. HWSAX - Performance Comparison
Loading graphics...
SNWIX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNWIX Easterly Snow Capital Small Cap Value Fund | -7.22% | 25.31% | 12.22% | 22.56% | -8.13% | 26.32% | 22.10% | 18.38% | -19.56% | 6.58% |
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, SNWIX achieves a -7.22% return, which is significantly lower than HWSAX's 7.13% return. Over the past 10 years, SNWIX has outperformed HWSAX with an annualized return of 10.55%, while HWSAX has yielded a comparatively lower 9.77% annualized return.
SNWIX
- 1D
- -1.07%
- 1M
- -8.99%
- YTD
- -7.22%
- 6M
- 0.45%
- 1Y
- 24.86%
- 3Y*
- 16.98%
- 5Y*
- 8.60%
- 10Y*
- 10.55%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SNWIX vs. HWSAX - Expense Ratio Comparison
SNWIX has a 1.25% expense ratio, which is higher than HWSAX's 1.21% expense ratio.
Return for Risk
SNWIX vs. HWSAX — Risk / Return Rank
SNWIX
HWSAX
SNWIX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Easterly Snow Capital Small Cap Value Fund (SNWIX) 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.
| SNWIX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.72 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.15 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.91 | +0.41 |
Martin ratioReturn relative to average drawdown | 4.49 | 3.37 | +1.12 |
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
| SNWIX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.72 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.42 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.47 | -0.10 |
Correlation
The correlation between SNWIX and HWSAX is 0.91, 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
SNWIX vs. HWSAX - Dividend Comparison
SNWIX's dividend yield for the trailing twelve months is around 4.27%, more than HWSAX's 0.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNWIX Easterly Snow Capital Small Cap Value Fund | 4.27% | 3.96% | 0.94% | 0.25% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% |
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
SNWIX vs. HWSAX - Drawdown Comparison
The maximum SNWIX drawdown since its inception was -56.68%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for SNWIX and HWSAX.
Loading graphics...
Drawdown Indicators
| SNWIX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.68% | -72.14% | +15.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.36% | -16.44% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -28.10% | -26.98% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | -53.82% | -2.86% |
Current DrawdownCurrent decline from peak | -14.10% | -2.78% | -11.32% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -11.03% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 4.43% | +0.39% |
Volatility
SNWIX vs. HWSAX - Volatility Comparison
Easterly Snow Capital Small Cap Value Fund (SNWIX) has a higher volatility of 5.85% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.15%. This indicates that SNWIX'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
| SNWIX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 4.15% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 15.12% | 12.90% | +2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 23.98% | +2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.84% | 21.70% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.73% | 24.64% | +3.09% |