Interact to see
Advertisement
Advertisement
HNTVX vs WCMJX
HNTVX vs WCMJX Comparison
Open Charts HNTVX vs WCMJX
Heartland Value Institutional
Price$54.38
Change-$0.16 (-0.29%)
VolumeN/A
Net Assets843.2M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HNTVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNTVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 843M vs. WCMJX (21.8M). HNTVX pays higher dividends than WCMJX: HNTVX (0.79) vs WCMJX (0.00). HNTVX was incepted earlier than WCMJX: HNTVX (17 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HNTVX (0.91). HNTVX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HNTVX: WCMJX (1000) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 2.40 vs. WCMJX (-21.05). HNTVX return over 5 years is better than : 48.40 vs. WCMJX (21.44).
| HNTVX | WCMJX | HNTVX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 0.91 | 1.70 | 54% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 10.573 | -5.772 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -21.05 | -11% |
| Returns for 3 years | 35.36 | 15.26 | 232% |
| Returns for 5 years | 48.40 | 21.44 | 226% |
| Returns for 10 years | 42.76 | N/A | - |