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HWVAX vs WCMJX
HWVAX vs WCMJX Comparison
Open Charts HWVAX vs WCMJX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.12
Change-$0.14 (-1.14%)
VolumeN/A
Net Assets803.73M
WCM SMID Quality Val Fd Investor
Price$10.82
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets7.39M
HWVAX vs WCMJX Comparison Chart in %
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HWVAX vs. WCMJX commentary
Nov 14, 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: 804M vs. WCMJX (7.39M). HWVAX pays higher dividends than WCMJX: HWVAX (0.66) 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 : -10.10 vs. WCMJX (-25.22). HWVAX return over 5 years is better than : 32.42 vs. WCMJX (13.30).
| 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 | 0.327 | -8.149 | -4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 7.39M | 10,874% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -10.10 | -25.22 | 40% |
| Returns for 3 years | -5.75 | 4.14 | -139% |
| Returns for 5 years | 32.42 | 13.30 | 244% |
| Returns for 10 years | 41.69 | N/A | - |
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