VASVX vs. HWMIX
Compare and contrast key facts about Vanguard Selected Value Fund (VASVX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
VASVX is managed by Vanguard. It was launched on Feb 15, 1996. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
VASVX vs. HWMIX - Performance Comparison
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VASVX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 0.90% | 10.99% | 6.68% | 25.45% | -7.55% | 27.54% | 5.79% | 29.55% | -19.75% | 18.01% |
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, VASVX achieves a 0.90% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, VASVX has outperformed HWMIX with an annualized return of 10.16%, while HWMIX has yielded a comparatively lower 9.08% annualized return.
VASVX
- 1D
- 2.49%
- 1M
- -6.14%
- YTD
- 0.90%
- 6M
- 2.45%
- 1Y
- 13.67%
- 3Y*
- 12.78%
- 5Y*
- 8.52%
- 10Y*
- 10.16%
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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VASVX vs. HWMIX - Expense Ratio Comparison
VASVX has a 0.32% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
VASVX vs. HWMIX — Risk / Return Rank
VASVX
HWMIX
VASVX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) 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.
| VASVX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.93 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.41 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.35 | -0.33 |
Martin ratioReturn relative to average drawdown | 3.54 | 5.49 | -1.96 |
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
| VASVX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.93 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.44 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.36 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.47 | -0.03 |
Correlation
The correlation between VASVX and HWMIX is 0.89, 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
VASVX vs. HWMIX - Dividend Comparison
VASVX's dividend yield for the trailing twelve months is around 13.20%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 13.20% | 13.32% | 14.35% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 8.59% | 4.51% | 5.68% |
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
VASVX vs. HWMIX - Drawdown Comparison
The maximum VASVX drawdown since its inception was -55.70%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for VASVX and HWMIX.
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Drawdown Indicators
| VASVX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -69.84% | +14.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -16.87% | +2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -25.90% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -48.19% | -63.21% | +15.02% |
Current DrawdownCurrent decline from peak | -8.17% | -3.32% | -4.85% |
Average DrawdownAverage peak-to-trough decline | -9.57% | -10.89% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 4.15% | -0.09% |
Volatility
VASVX vs. HWMIX - Volatility Comparison
Vanguard Selected Value Fund (VASVX) has a higher volatility of 5.76% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that VASVX'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
| VASVX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 4.30% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 12.42% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 23.86% | -3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.56% | 22.34% | -1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 25.62% | -3.19% |