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HNVIX vs WCMFX
HNVIX vs WCMFX Comparison
Open Charts HNVIX vs WCMFX
Heartland Value Plus Institutional
Price$35.90
Change+$0.42 (+1.18%)
VolumeN/A
Net Assets288.19M
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
HNVIX vs WCMFX Comparison Chart in %
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HNVIX vs. WCMFX commentary
Oct 21, 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 HNVIX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HNVIX has more cash in the bank: 288M vs. WCMFX (21.8M). HNVIX pays higher dividends than WCMFX: HNVIX (0.76) vs WCMFX (0.00). HNVIX was incepted earlier than WCMFX: HNVIX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HNVIX (0.94). HNVIX is a more actively managed with annual turnover of: 68.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HNVIX: WCMFX (100000) vs HNVIX (500000). HNVIX annual gain was more profitable for investors over the last year : -5.81 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. HNVIX (11.24).
| HNVIX | WCMFX | HNVIX / WCMFX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 0.94 | 1.45 | 65% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -0.169 | -5.509 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 21.8M | 1,321% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -5.81 | -20.62 | 28% |
| Returns for 3 years | 5.82 | 16.46 | 35% |
| Returns for 5 years | 11.24 | 23.45 | 48% |
| Returns for 10 years | 42.40 | N/A | - |
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