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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$13.10
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets855.41M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.01 (-0.27%)
VolumeN/A
Net Assets1.58M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 855M vs. WCMFX (1.58M). HWVAX pays higher dividends than WCMFX: HWVAX (0.73) vs WCMFX (0.00). HWVAX was incepted earlier than WCMFX: HWVAX (12 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 : 8.52 vs. WCMFX (-68.56). HWVAX return over 5 years is better than : 13.24 vs. WCMFX (-66.46).
| HWVAX | WCMFX | HWVAX / WCMFX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.13 | 1.45 | 78% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.170 | 5.915 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 1.58M | 54,183% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 8.52 | -68.56 | -12% |
| Returns for 3 years | 6.08 | -65.02 | -9% |
| Returns for 5 years | 13.24 | -66.46 | -20% |
| Returns for 10 years | 75.95 | N/A | - |
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