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HWSZX vs WCMFX
HWSZX vs WCMFX Comparison
Open Charts HWSZX vs WCMFX
Hotchkis & Wiley Small Cap Value Z
Price$76.81
Change+$1.33 (+1.76%)
VolumeN/A
Net Assets703.85M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
HWSZX vs WCMFX Comparison Chart in %
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HWSZX vs. WCMFX commentary
Dec 05, 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 HWSZX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 704M vs. WCMFX (2.65M). HWSZX pays higher dividends than WCMFX: HWSZX (1.06) vs WCMFX (0.00). HWSZX was incepted earlier than WCMFX: HWSZX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWSZX (0.89). HWSZX is a more actively managed with annual turnover of: 45.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HWSZX: WCMFX (100000) vs HWSZX (1000000). HWSZX annual gain was more profitable for investors over the last year : -9.71 vs. WCMFX (-75.69). HWSZX return over 5 years is better than : 46.87 vs. WCMFX (-64.91).
| HWSZX | WCMFX | HWSZX / WCMFX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.89 | 1.45 | 61% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 3.323 | -70.033 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 2.65M | 26,616% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | -9.71 | -75.69 | 13% |
| Returns for 3 years | -1.38 | -66.35 | 2% |
| Returns for 5 years | 46.87 | -64.91 | -72% |
| Returns for 10 years | N/A | N/A | - |
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