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HWVAX vs WCMJX
HWVAX vs WCMJX Comparison
Open Charts HWVAX vs WCMJX
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 Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
HWVAX vs WCMJX Comparison Chart in %
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HWVAX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. HWVAX (855M). HWVAX pays higher dividends than WCMJX: HWVAX (0.73) vs WCMJX (0.00). HWVAX was incepted earlier than WCMJX: HWVAX (12 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 : 8.52 vs. WCMJX (-70.33). HWVAX return over 5 years is better than : 13.24 vs. WCMJX (-67.79).
| HWVAX | WCMJX | HWVAX / WCMJX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.13 | 1.70 | 66% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.170 | 5.988 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 22.5B | 4% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 8.52 | -70.33 | -12% |
| Returns for 3 years | 6.08 | -66.76 | -9% |
| Returns for 5 years | 13.24 | -67.79 | -20% |
| Returns for 10 years | 75.95 | N/A | - |
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