TSLTX vs. HWSAX
Compare and contrast key facts about Transamerica Small Cap Value (TSLTX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
TSLTX is managed by Transamerica. It was launched on Jan 23, 2003. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
TSLTX vs. HWSAX - Performance Comparison
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TSLTX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 6.96% | 9.56% | 12.59% | 8.84% | -12.51% | 31.10% | 5.99% | 20.91% | -16.42% |
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% | -12.46% |
Returns By Period
In the year-to-date period, TSLTX achieves a 6.96% return, which is significantly lower than HWSAX's 9.00% return.
TSLTX
- 1D
- 2.41%
- 1M
- -3.66%
- YTD
- 6.96%
- 6M
- 10.52%
- 1Y
- 28.01%
- 3Y*
- 12.89%
- 5Y*
- 6.36%
- 10Y*
- —
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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TSLTX vs. HWSAX - Expense Ratio Comparison
TSLTX has a 0.80% expense ratio, which is lower than HWSAX's 1.21% expense ratio.
Return for Risk
TSLTX vs. HWSAX — Risk / Return Rank
TSLTX
HWSAX
TSLTX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Small Cap Value (TSLTX) 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.
| TSLTX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.78 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.22 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.17 | +0.82 |
Martin ratioReturn relative to average drawdown | 8.21 | 4.34 | +3.87 |
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
| TSLTX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.78 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.42 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.47 | -0.30 |
Correlation
The correlation between TSLTX 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
TSLTX vs. HWSAX - Dividend Comparison
TSLTX's dividend yield for the trailing twelve months is around 5.03%, more than HWSAX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 5.03% | 5.38% | 27.99% | 2.99% | 21.70% | 77.67% | 0.24% | 4.26% | 11.17% | 0.00% | 0.00% | 0.00% |
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
TSLTX vs. HWSAX - Drawdown Comparison
The maximum TSLTX drawdown since its inception was -55.58%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for TSLTX and HWSAX.
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Drawdown Indicators
| TSLTX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.58% | -72.14% | +16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.50% | -16.44% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -55.58% | -26.98% | -28.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.82% | — |
Current DrawdownCurrent decline from peak | -27.85% | -1.09% | -26.76% |
Average DrawdownAverage peak-to-trough decline | -28.61% | -11.03% | -17.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 4.43% | -0.91% |
Volatility
TSLTX vs. HWSAX - Volatility Comparison
Transamerica Small Cap Value (TSLTX) has a higher volatility of 5.76% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.45%. This indicates that TSLTX'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
| TSLTX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 4.45% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 12.99% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.78% | 23.99% | -2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.06% | 21.71% | +28.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.02% | 24.65% | +19.37% |