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HWSZX vs WCMFX
HWSZX vs WCMFX Comparison
Open Charts HWSZX vs WCMFX
Hotchkis & Wiley Small Cap Value Z
Price$73.33
Change-$0.78 (-1.05%)
VolumeN/A
Net Assets696.8M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
HWSZX vs WCMFX Comparison Chart in %
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HWSZX vs. WCMFX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 697M vs. WCMFX (7.41M). HWSZX pays higher dividends than WCMFX: HWSZX (1.10) 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 : -12.09 vs. WCMFX (-24.81). HWSZX return over 5 years is better than : 56.43 vs. WCMFX (15.14).
| 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 | -1.359 | -7.930 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 7.41M | 9,413% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | -12.09 | -24.81 | 49% |
| Returns for 3 years | -4.80 | 5.15 | -93% |
| Returns for 5 years | 56.43 | 15.14 | 373% |
| Returns for 10 years | N/A | N/A | - |
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