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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.12
Change-$0.14 (-1.14%)
VolumeN/A
Net Assets803.73M
WCM SMID Quality Val Fd Institutional
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets7.39M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX 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 HWVAX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 804M vs. WCMFX (7.39M). HWVAX pays higher dividends than WCMFX: HWVAX (0.66) vs WCMFX (0.00). HWVAX was incepted earlier than WCMFX: HWVAX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWVAX (1.13). HWVAX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (15.00). HWVAX has a lower initial minimum investment than WCMFX: HWVAX (2500) vs WCMFX (100000). HWVAX annual gain was more profitable for investors over the last year : -10.10 vs. WCMFX (-24.81). HWVAX return over 5 years is better than : 32.42 vs. WCMFX (15.14).
| HWVAX | WCMFX | HWVAX / WCMFX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.13 | 1.45 | 78% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.327 | -7.930 | -4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 7.39M | 10,874% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -10.10 | -24.81 | 41% |
| Returns for 3 years | -5.75 | 5.15 | -112% |
| Returns for 5 years | 32.42 | 15.14 | 214% |
| Returns for 10 years | 41.69 | N/A | - |
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