TCVIX vs. HWMIX
Compare and contrast key facts about Touchstone Mid Cap Value Fund (TCVIX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
TCVIX is managed by Touchstone. It was launched on Sep 30, 2009. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
TCVIX vs. HWMIX - Performance Comparison
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TCVIX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 7.81% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
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, TCVIX achieves a 7.81% return, which is significantly higher than HWMIX's 6.74% return. Both investments have delivered pretty close results over the past 10 years, with TCVIX having a 9.20% annualized return and HWMIX not far behind at 9.08%.
TCVIX
- 1D
- 2.41%
- 1M
- -5.54%
- YTD
- 7.81%
- 6M
- 11.50%
- 1Y
- 19.64%
- 3Y*
- 11.62%
- 5Y*
- 7.06%
- 10Y*
- 9.20%
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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TCVIX vs. HWMIX - Expense Ratio Comparison
TCVIX has a 0.85% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
TCVIX vs. HWMIX — Risk / Return Rank
TCVIX
HWMIX
TCVIX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Value Fund (TCVIX) 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.
| TCVIX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.93 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.41 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.35 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.86 | 5.49 | +1.36 |
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
| TCVIX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.93 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.44 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.36 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.47 | +0.11 |
Correlation
The correlation between TCVIX 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
TCVIX vs. HWMIX - Dividend Comparison
TCVIX's dividend yield for the trailing twelve months is around 3.94%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 3.94% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
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
TCVIX vs. HWMIX - Drawdown Comparison
The maximum TCVIX drawdown since its inception was -41.89%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for TCVIX and HWMIX.
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Drawdown Indicators
| TCVIX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -69.84% | +27.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -16.87% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -19.37% | -25.90% | +6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -41.89% | -63.21% | +21.32% |
Current DrawdownCurrent decline from peak | -5.54% | -3.32% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -10.89% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 4.15% | -1.13% |
Volatility
TCVIX vs. HWMIX - Volatility Comparison
Touchstone Mid Cap Value Fund (TCVIX) has a higher volatility of 5.84% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that TCVIX'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
| TCVIX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 4.30% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 12.42% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 23.86% | -6.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.14% | 22.34% | -5.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 25.62% | -6.49% |