Interact to see
Advertisement
Advertisement
HWVAX vs WCMJX
HWVAX vs WCMJX Comparison
Open Charts HWVAX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HWVAX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWVAX 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 HWVAX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 785M vs. WCMJX (21.8M). HWVAX pays higher dividends than WCMJX: HWVAX (0.65) vs WCMJX (0.00). HWVAX was incepted earlier than WCMJX: HWVAX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWVAX (1.13). HWVAX is a more actively managed with annual turnover of: 60.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWVAX: WCMJX (1000) vs HWVAX (2500). HWVAX annual gain was more profitable for investors over the last year : -8.61 vs. WCMJX (-21.05). HWVAX return over 5 years is better than : 44.14 vs. WCMJX (21.44).
| HWVAX | WCMJX | HWVAX / WCMJX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.13 | 1.70 | 66% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.882 | -5.772 | 33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -21.05 | 41% |
| Returns for 3 years | 1.70 | 15.26 | 11% |
| Returns for 5 years | 44.14 | 21.44 | 206% |
| Returns for 10 years | 35.91 | N/A | - |