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HWSZX vs WCMFX
HWSZX vs WCMFX Comparison
Open Charts HWSZX vs WCMFX
Hotchkis & Wiley Small Cap Value Z
Price$74.02
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets719.58M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
HWSZX vs WCMFX Comparison Chart in %
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HWSZX 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 HWSZX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 720M vs. WCMFX (21.8M). HWSZX pays higher dividends than WCMFX: HWSZX (1.05) 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 : -8.94 vs. WCMFX (-20.62). HWSZX return over 5 years is better than : 79.84 vs. WCMFX (23.45).
| 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 | -0.430 | -5.509 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 21.8M | 3,303% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | -8.94 | -20.62 | 43% |
| Returns for 3 years | 4.58 | 16.46 | 28% |
| Returns for 5 years | 79.84 | 23.45 | 341% |
| Returns for 10 years | N/A | N/A | - |
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