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HNTVX vs WCMFX
HNTVX vs WCMFX Comparison
Open Charts HNTVX vs WCMFX
Heartland Value Institutional
Price$54.38
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets843.2M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
HNTVX vs WCMFX Comparison Chart in %
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HNTVX vs. WCMFX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HNTVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 843M vs. WCMFX (21.8M). HNTVX pays higher dividends than WCMFX: HNTVX (0.79) vs WCMFX (0.00). HNTVX was incepted earlier than WCMFX: HNTVX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HNTVX (0.91). HNTVX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HNTVX: WCMFX (100000) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 2.40 vs. WCMFX (-20.62). HNTVX return over 5 years is better than : 48.40 vs. WCMFX (23.45).
| HNTVX | WCMFX | HNTVX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 1.45 | 63% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 10.573 | -5.509 | -192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 21.8M | 3,867% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 2.40 | -20.62 | -12% |
| Returns for 3 years | 35.36 | 16.46 | 215% |
| Returns for 5 years | 48.40 | 23.45 | 206% |
| Returns for 10 years | 42.76 | N/A | - |
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