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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.99
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.41M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX 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 HWVAX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 785M vs. WCMFX (21.8M). HWVAX pays higher dividends than WCMFX: HWVAX (0.65) 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 : -8.61 vs. WCMFX (-20.62). HWVAX return over 5 years is better than : 44.14 vs. WCMFX (23.45).
| 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 | -1.882 | -5.509 | 34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 21.8M | 3,601% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -8.61 | -20.62 | 42% |
| Returns for 3 years | 1.70 | 16.46 | 10% |
| Returns for 5 years | 44.14 | 23.45 | 188% |
| Returns for 10 years | 35.91 | N/A | - |
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