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HWSZX vs WCMJX
HWSZX vs WCMJX Comparison
Open Charts HWSZX vs WCMJX
Hotchkis & Wiley Small Cap Value Z
Price$74.02
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets719.58M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HWSZX vs WCMJX Comparison Chart in %
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HWSZX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 720M vs. WCMJX (21.8M). HWSZX pays higher dividends than WCMJX: HWSZX (1.05) vs WCMJX (0.00). HWSZX was incepted earlier than WCMJX: HWSZX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWSZX (0.89). HWSZX is a more actively managed with annual turnover of: 45.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWSZX: WCMJX (1000) vs HWSZX (1000000). HWSZX annual gain was more profitable for investors over the last year : -8.94 vs. WCMJX (-21.05). HWSZX return over 5 years is better than : 79.84 vs. WCMJX (21.44).
| HWSZX | WCMJX | HWSZX / WCMJX | |
| Total Expense Ratio | 0.89 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.89 | 1.70 | 52% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.430 | -5.772 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -21.05 | 42% |
| Returns for 3 years | 4.58 | 15.26 | 30% |
| Returns for 5 years | 79.84 | 21.44 | 372% |
| Returns for 10 years | N/A | N/A | - |
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