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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.67
Change+$0.20 (+1.60%)
VolumeN/A
Net Assets833.22M
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX vs. WCMFX commentary
Dec 04, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 833M vs. WCMFX (2.61M). HWVAX pays higher dividends than WCMFX: HWVAX (0.64) 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 : -10.36 vs. WCMFX (-76.13). HWVAX return over 5 years is better than : 25.03 vs. WCMFX (-64.64).
| 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 | 2.291 | -70.451 | -3% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 2.61M | 31,891% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | -10.36 | -76.13 | 14% |
| Returns for 3 years | -4.27 | -66.82 | 6% |
| Returns for 5 years | 25.03 | -64.64 | -39% |
| Returns for 10 years | 41.09 | N/A | - |
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