Interact to see
Advertisement
Advertisement
HWSZX vs WCMFX
HWSZX vs WCMFX Comparison
Open Charts HWSZX vs WCMFX
Hotchkis & Wiley Small Cap Value Z
Price$75.91
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets664.16M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
HWSZX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSZX vs. WCMFX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 664M vs. WCMFX (1.62M). 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: 41.00 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 : 1.13 vs. WCMFX (-70.35). HWSZX return over 5 years is better than : 45.94 vs. WCMFX (-65.36).
| 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 | 2.112 | -69.783 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 1.62M | 41,089% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 1.13 | -70.35 | -2% |
| Returns for 3 years | 18.16 | -63.51 | -29% |
| Returns for 5 years | 45.94 | -65.36 | -70% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement