SNWIX vs. HWSIX
Compare and contrast key facts about Easterly Snow Capital Small Cap Value Fund (SNWIX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
SNWIX is managed by Snow Capital Funds. It was launched on Nov 30, 2010. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
SNWIX vs. HWSIX - Performance Comparison
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SNWIX vs. HWSIX - 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% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.66% |
Returns By Period
In the year-to-date period, SNWIX achieves a -7.22% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, SNWIX has outperformed HWSIX with an annualized return of 10.55%, while HWSIX has yielded a comparatively lower 10.01% 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%
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
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SNWIX vs. HWSIX - Expense Ratio Comparison
SNWIX has a 1.25% expense ratio, which is higher than HWSIX's 1.06% expense ratio.
Return for Risk
SNWIX vs. HWSIX — Risk / Return Rank
SNWIX
HWSIX
SNWIX vs. HWSIX - 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 (HWSIX). 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 | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.73 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.16 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.92 | +0.40 |
Martin ratioReturn relative to average drawdown | 4.49 | 3.44 | +1.05 |
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
| SNWIX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.73 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.43 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.41 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.44 | -0.07 |
Correlation
The correlation between SNWIX and HWSIX 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. HWSIX - Dividend Comparison
SNWIX's dividend yield for the trailing twelve months is around 4.27%, more than HWSIX's 0.94% 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% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
Drawdowns
SNWIX vs. HWSIX - Drawdown Comparison
The maximum SNWIX drawdown since its inception was -56.68%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for SNWIX and HWSIX.
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Drawdown Indicators
| SNWIX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.68% | -72.00% | +15.32% |
Max Drawdown (1Y)Largest decline over 1 year | -16.36% | -16.44% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -28.10% | -26.92% | -1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | -53.67% | -3.01% |
Current DrawdownCurrent decline from peak | -14.10% | -2.75% | -11.35% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -12.12% | +2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 4.42% | +0.40% |
Volatility
SNWIX vs. HWSIX - 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 (HWSIX) at 4.15%. This indicates that SNWIX's price experiences larger fluctuations and is considered to be riskier than HWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNWIX | HWSIX | 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% | 23.97% | +2.39% |
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% | 24.67% | +3.06% |