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HWVAX vs WCMJX
HWVAX vs WCMJX Comparison
Open Charts HWVAX vs WCMJX
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 Investor
Price$3.35
Change+$0.01 (+0.30%)
VolumeN/A
Net Assets2.61M
HWVAX vs WCMJX Comparison Chart in %
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HWVAX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 833M vs. WCMJX (2.61M). HWVAX pays higher dividends than WCMJX: HWVAX (0.64) 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 : -10.36 vs. WCMJX (-77.15). HWVAX return over 5 years is better than : 25.03 vs. WCMJX (-66.50).
| 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 | 2.291 | -71.647 | -3% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -77.15 | 13% |
| Returns for 3 years | -4.27 | -68.40 | 6% |
| Returns for 5 years | 25.03 | -66.50 | -38% |
| Returns for 10 years | 41.09 | N/A | - |
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