WPGTX vs. HWSAX
Compare and contrast key facts about WPG Partners Small/Micro Cap Value Fund (WPGTX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).
WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.
Performance
WPGTX vs. HWSAX - Performance Comparison
Loading graphics...
WPGTX vs. HWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 4.41% | 7.08% | 10.53% | 14.45% | 2.10% | 40.04% | -1.31% | 23.35% | -21.88% | 5.58% |
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% | -15.23% | 7.39% |
Returns By Period
In the year-to-date period, WPGTX achieves a 4.41% return, which is significantly lower than HWSAX's 9.00% return. Over the past 10 years, WPGTX has underperformed HWSAX with an annualized return of 9.20%, while HWSAX has yielded a comparatively higher 9.96% annualized return.
WPGTX
- 1D
- 2.50%
- 1M
- -5.44%
- YTD
- 4.41%
- 6M
- 6.24%
- 1Y
- 20.47%
- 3Y*
- 10.99%
- 5Y*
- 9.43%
- 10Y*
- 9.20%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WPGTX vs. HWSAX - Expense Ratio Comparison
WPGTX has a 1.10% expense ratio, which is lower than HWSAX's 1.21% expense ratio.
Return for Risk
WPGTX vs. HWSAX — Risk / Return Rank
WPGTX
HWSAX
WPGTX vs. HWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WPG Partners Small/Micro Cap Value Fund (WPGTX) 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.
| WPGTX | HWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.78 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.22 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.17 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.49 | 4.34 | +1.15 |
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
| WPGTX | HWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.78 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.42 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.41 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.47 | -0.02 |
Correlation
The correlation between WPGTX 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
WPGTX vs. HWSAX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 9.72%, more than HWSAX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 9.72% | 10.15% | 6.38% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 8.44% | 6.83% | 0.42% | 3.03% |
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
WPGTX vs. HWSAX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -60.60%, smaller than the maximum HWSAX drawdown of -72.14%. Use the drawdown chart below to compare losses from any high point for WPGTX and HWSAX.
Loading graphics...
Drawdown Indicators
| WPGTX | HWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.60% | -72.14% | +11.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -16.44% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -26.98% | +1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -53.82% | +3.79% |
Current DrawdownCurrent decline from peak | -7.44% | -1.09% | -6.35% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -11.03% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 4.43% | -0.69% |
Volatility
WPGTX vs. HWSAX - Volatility Comparison
WPG Partners Small/Micro Cap Value Fund (WPGTX) has a higher volatility of 6.05% compared to Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) at 4.45%. This indicates that WPGTX'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
| WPGTX | HWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 4.45% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 12.99% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 23.99% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 21.71% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 24.65% | -2.19% |