{
  "page": "compare",
  "query": {
    "a": "HWSIX",
    "b": "HWVIX"
  },
  "retrieved_at": "2026-07-07T18:06:04+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Hotchkis and Wiley Small Cap Value Fund",
    "ticker": "HWSIX",
    "slug": "HWSIX",
    "series_id": "S000006215",
    "html_url": "https://fundwatcher.app/funds/HWSIX/"
  },
  "fund_b": {
    "name": "Hotchkis and Wiley Small Cap Diversified Value Fund",
    "ticker": "HWVIX",
    "slug": "HWVIX",
    "series_id": "S000045868",
    "html_url": "https://fundwatcher.app/funds/HWVIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1632914263512841300466111700",
    "coverage_b_by_a": "0.1632914263512841300466111701",
    "shared_count": 41,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "F5 INC",
        "value": "34493922.60",
        "weight": "0.05265782",
        "shared": false
      },
      {
        "name": "STAGWELL INC",
        "value": "32965996.93",
        "weight": "0.05032531",
        "shared": true
      },
      {
        "name": "OLIN CORP",
        "value": "32860569.00",
        "weight": "0.05016437",
        "shared": true
      },
      {
        "name": "SLM CORP",
        "value": "26148033.00",
        "weight": "0.03991713",
        "shared": true
      },
      {
        "name": "WORKIVA INC",
        "value": "25855568.00",
        "weight": "0.03947066",
        "shared": true
      },
      {
        "name": "MURPHY OIL CORP",
        "value": "24250875.00",
        "weight": "0.03702096",
        "shared": true
      },
      {
        "name": "AVNET INC",
        "value": "23772996.00",
        "weight": "0.03629144",
        "shared": true
      },
      {
        "name": "U-HAUL HOLDING CO",
        "value": "23420481.00",
        "weight": "0.03575330",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "23325747.21",
        "weight": "0.03560868",
        "shared": true
      },
      {
        "name": "APA CORP",
        "value": "20630423.52",
        "weight": "0.03149404",
        "shared": false
      },
      {
        "name": "FIRST HAWAIIAN INC",
        "value": "19640544.00",
        "weight": "0.02998291",
        "shared": true
      },
      {
        "name": "FLUOR CORP",
        "value": "19602330.00",
        "weight": "0.02992457",
        "shared": true
      },
      {
        "name": "ECOVYST INC",
        "value": "15645476.00",
        "weight": "0.02388411",
        "shared": true
      },
      {
        "name": "RUSH ENTERPRISES INC CL A",
        "value": "15456518.00",
        "weight": "0.02359565",
        "shared": true
      },
      {
        "name": "OGE ENERGY CORP",
        "value": "15222504.00",
        "weight": "0.02323841",
        "shared": false
      },
      {
        "name": "CALIFORNIA RESOU",
        "value": "14785045.90",
        "weight": "0.02257059",
        "shared": true
      },
      {
        "name": "LITHIA MOTORS INC CL A",
        "value": "14533704.00",
        "weight": "0.02218690",
        "shared": false
      },
      {
        "name": "STIFEL FINANCIAL CORP",
        "value": "14174160.00",
        "weight": "0.02163802",
        "shared": false
      },
      {
        "name": "SOLVENTUM CORP",
        "value": "13895840.00",
        "weight": "0.02121315",
        "shared": false
      },
      {
        "name": "BANK OF NT BUTTERFIELD & SON LTD/THE",
        "value": "13755008.00",
        "weight": "0.02099815",
        "shared": false
      },
      {
        "name": "MARRIOTT VACATIONS WORLD",
        "value": "13089120.00",
        "weight": "0.01998162",
        "shared": true
      },
      {
        "name": "UNIVERSAL HLTH-B",
        "value": "11776226.00",
        "weight": "0.01797738",
        "shared": false
      },
      {
        "name": "TIMKEN CO",
        "value": "11625892.00",
        "weight": "0.01774788",
        "shared": true
      },
      {
        "name": "STANLEY BLACK and DECKER INC",
        "value": "11540144.00",
        "weight": "0.01761698",
        "shared": false
      },
      {
        "name": "BRINK'S CO/THE",
        "value": "9996149.80",
        "weight": "0.01525995",
        "shared": true
      },
      {
        "name": "JONES LANG LASALLE INC",
        "value": "9960393.60",
        "weight": "0.01520536",
        "shared": false
      },
      {
        "name": "NOV INC",
        "value": "9831987.00",
        "weight": "0.01500934",
        "shared": true
      },
      {
        "name": "ADIENT PLC",
        "value": "9765472.00",
        "weight": "0.01490780",
        "shared": true
      },
      {
        "name": "Global Indemnity Group LLC",
        "value": "8605660.28",
        "weight": "0.01313725",
        "shared": false
      },
      {
        "name": "POPULAR INC",
        "value": "8533212.00",
        "weight": "0.01302665",
        "shared": false
      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "7979598.00",
        "weight": "0.01218151",
        "shared": false
      },
      {
        "name": "LIVANOVA PLC",
        "value": "7220416.00",
        "weight": "0.01102256",
        "shared": true
      },
      {
        "name": "WEX INC",
        "value": "7085752.00",
        "weight": "0.01081698",
        "shared": true
      },
      {
        "name": "ASSOCIATED BANC CORP",
        "value": "7020990.00",
        "weight": "0.01071812",
        "shared": true
      },
      {
        "name": "AVISTA CORP",
        "value": "6980346.00",
        "weight": "0.01065607",
        "shared": true
      },
      {
        "name": "ZIONS BANCORP NA",
        "value": "6568680.00",
        "weight": "0.01002763",
        "shared": false
      },
      {
        "name": "MILLER INDUSTRIES INC TENN",
        "value": "6504540.00",
        "weight": "0.00992972",
        "shared": true
      },
      {
        "name": "OVINTIV INC",
        "value": "5805408.00",
        "weight": "0.00886243",
        "shared": false
      },
      {
        "name": "LEAR CORP NEW",
        "value": "5799732.00",
        "weight": "0.00885377",
        "shared": true
      },
      {
        "name": "NATIONAL CINEMEDIA INC",
        "value": "5745590.00",
        "weight": "0.00877112",
        "shared": true
      },
      {
        "name": "ROBERT HALF INTL",
        "value": "5638800.00",
        "weight": "0.00860809",
        "shared": true
      },
      {
        "name": "KOSMOS ENERGY LTD",
        "value": "5221396.00",
        "weight": "0.00797089",
        "shared": true
      },
      {
        "name": "ASGN INC",
        "value": "5171656.00",
        "weight": "0.00789496",
        "shared": true
      },
      {
        "name": "HORACE MANN EDUCATORS CORP",
        "value": "4972220.00",
        "weight": "0.00759050",
        "shared": true
      },
      {
        "name": "EURONET WORLDWIDE INC",
        "value": "4765366.00",
        "weight": "0.00727472",
        "shared": true
      },
      {
        "name": "BLACK HILLS CORP",
        "value": "3956370.00",
        "weight": "0.00603973",
        "shared": true
      },
      {
        "name": "RANGE RESOURCES CORP",
        "value": "3578256.00",
        "weight": "0.00546250",
        "shared": false
      },
      {
        "name": "FRANK'S INTERNATIONAL NV",
        "value": "3466017.62",
        "weight": "0.00529116",
        "shared": true
      },
      {
        "name": "VONTIER CORP W/I",
        "value": "3231317.00",
        "weight": "0.00493287",
        "shared": true
      },
      {
        "name": "GREENBRIER COS",
        "value": "2682517.50",
        "weight": "0.00409508",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "FRST AM-GV OB-X",
        "value": "23008589.39",
        "weight": "0.02733408",
        "shared": true
      },
      {
        "name": "Mount Vernon Liquid Assets Portfolio, LLC",
        "value": "15106023.25",
        "weight": "0.01794587",
        "shared": false
      },
      {
        "name": "MURPHY OIL CORP",
        "value": "4743750.00",
        "weight": "0.00563555",
        "shared": true
      },
      {
        "name": "CRESCENT ENERGY INC A",
        "value": "4617796.50",
        "weight": "0.00548592",
        "shared": true
      },
      {
        "name": "SM ENERGY CO",
        "value": "4508628.00",
        "weight": "0.00535623",
        "shared": false
      },
      {
        "name": "KOSMOS ENERGY LTD",
        "value": "4495296.14",
        "weight": "0.00534039",
        "shared": true
      },
      {
        "name": "PBF ENERGY INC CL A",
        "value": "4306752.80",
        "weight": "0.00511640",
        "shared": false
      },
      {
        "name": "OLIN CORP",
        "value": "4242471.00",
        "weight": "0.00504003",
        "shared": true
      },
      {
        "name": "FRANK'S INTERNATIONAL NV",
        "value": "4134230.83",
        "weight": "0.00491144",
        "shared": true
      },
      {
        "name": "SONIC AUTOMOTIVE INC CL A",
        "value": "4007916.50",
        "weight": "0.00476138",
        "shared": false
      },
      {
        "name": "PROPETRO HOLDING CORP",
        "value": "3984365.00",
        "weight": "0.00473340",
        "shared": false
      },
      {
        "name": "NEXTDECADE CORP",
        "value": "3962901.00",
        "weight": "0.00470790",
        "shared": false
      },
      {
        "name": "NORTHWEST NATURAL HOLDING CO",
        "value": "3938280.00",
        "weight": "0.00467866",
        "shared": false
      },
      {
        "name": "ENACT HOLDINGS INC",
        "value": "3881031.00",
        "weight": "0.00461064",
        "shared": false
      },
      {
        "name": "BAYTEX ENERGY CO",
        "value": "3851942.04",
        "weight": "0.00457609",
        "shared": false
      },
      {
        "name": "BERKSHIRE HILLS BANCORP INC",
        "value": "3849510.00",
        "weight": "0.00457320",
        "shared": false
      },
      {
        "name": "MARRIOTT VACATIONS WORLD",
        "value": "3816032.00",
        "weight": "0.00453343",
        "shared": true
      },
      {
        "name": "LANDSTAR SYSTEM INC",
        "value": "3799347.00",
        "weight": "0.00451360",
        "shared": false
      },
      {
        "name": "ECOVYST INC",
        "value": "3764122.00",
        "weight": "0.00447176",
        "shared": true
      },
      {
        "name": "PAR PACIFIC HOLDINGS INC",
        "value": "3720816.00",
        "weight": "0.00442031",
        "shared": false
      },
      {
        "name": "NEW JERSEY RESOURCES CORP",
        "value": "3696116.00",
        "weight": "0.00439097",
        "shared": false
      },
      {
        "name": "HUNTSMAN CORP",
        "value": "3670898.00",
        "weight": "0.00436101",
        "shared": false
      },
      {
        "name": "SENSATA TECHNOLOGIES HOLDING PLC",
        "value": "3655836.00",
        "weight": "0.00434311",
        "shared": false
      },
      {
        "name": "CONNECTONE BANCORP INC",
        "value": "3641630.18",
        "weight": "0.00432624",
        "shared": false
      },
      {
        "name": "DIME COMMUNITY BANCSHARES INC",
        "value": "3639032.00",
        "weight": "0.00432315",
        "shared": false
      },
      {
        "name": "KAISER ALUMINUM",
        "value": "3567096.00",
        "weight": "0.00423769",
        "shared": false
      },
      {
        "name": "PHOTRONICS INC",
        "value": "3564162.00",
        "weight": "0.00423420",
        "shared": false
      },
      {
        "name": "FEDERATED HERMES INC",
        "value": "3531898.80",
        "weight": "0.00419588",
        "shared": false
      },
      {
        "name": "REX AMERICAN RESOURCES CORP",
        "value": "3518459.70",
        "weight": "0.00417991",
        "shared": false
      },
      {
        "name": "WORKIVA INC",
        "value": "3500281.00",
        "weight": "0.00415831",
        "shared": true
      },
      {
        "name": "BREAD FINANCIAL HOLDINGS",
        "value": "3489874.00",
        "weight": "0.00414595",
        "shared": false
      },
      {
        "name": "ROBERT HALF INTL",
        "value": "3487420.00",
        "weight": "0.00414304",
        "shared": true
      },
      {
        "name": "AVISTA CORP",
        "value": "3466530.54",
        "weight": "0.00411822",
        "shared": true
      },
      {
        "name": "MSC INDUSTRIAL DIRECT CO CL A",
        "value": "3460125.00",
        "weight": "0.00411061",
        "shared": false
      },
      {
        "name": "RADIAN GROUP INC",
        "value": "3443628.00",
        "weight": "0.00409101",
        "shared": false
      },
      {
        "name": "PROVIDENT FINANCIAL SVCS INC",
        "value": "3423095.52",
        "weight": "0.00406662",
        "shared": false
      },
      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
        "value": "3419496.00",
        "weight": "0.00406234",
        "shared": false
      },
      {
        "name": "PAYCOM SOFTWARE INC",
        "value": "3390966.00",
        "weight": "0.00402845",
        "shared": false
      },
      {
        "name": "GENPACT LTD",
        "value": "3374850.00",
        "weight": "0.00400930",
        "shared": false
      },
      {
        "name": "SPIRE INC",
        "value": "3374697.42",
        "weight": "0.00400912",
        "shared": false
      },
      {
        "name": "FIRST BUSEY CORP",
        "value": "3364725.77",
        "weight": "0.00399728",
        "shared": false
      },
      {
        "name": "NOV INC",
        "value": "3359466.00",
        "weight": "0.00399103",
        "shared": true
      },
      {
        "name": "MOLINA HEALTHCARE INC",
        "value": "3359160.00",
        "weight": "0.00399066",
        "shared": false
      },
      {
        "name": "FIRST MERCHANTS CORP",
        "value": "3346349.46",
        "weight": "0.00397544",
        "shared": false
      },
      {
        "name": "CAPITOL FED FINL (2ND STEP CV)",
        "value": "3342544.00",
        "weight": "0.00397092",
        "shared": false
      },
      {
        "name": "NMI HOLDINGS INC A",
        "value": "3341015.70",
        "weight": "0.00396911",
        "shared": false
      },
      {
        "name": "VAALCO ENERGY INC",
        "value": "3339912.00",
        "weight": "0.00396780",
        "shared": false
      },
      {
        "name": "AUTONATION INC",
        "value": "3338946.00",
        "weight": "0.00396665",
        "shared": false
      },
      {
        "name": "LANTHEUS HOLDING",
        "value": "3329815.00",
        "weight": "0.00395580",
        "shared": false
      },
      {
        "name": "VIRTUS INVESTMENT PARTNERS",
        "value": "3318445.00",
        "weight": "0.00394229",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-016941",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1145022/000089418926016941/0000894189-26-016941-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-016947",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1145022/000089418926016947/0000894189-26-016947-index.htm"
    }
  ]
}