HWVIX
Price
$12.76
Change
-$0.02 (-0.16%)
Updated
Dec 26 closing price
Net Assets
831.33M
WCMFX
Price
$3.62
Change
+$0.01 (+0.28%)
Updated
Dec 26 closing price
Net Assets
1.61M
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HWVIX vs WCMFX

Header iconHWVIX vs WCMFX Comparison
Open Charts HWVIX vs WCMFXBanner chart's image
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.76
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets831.33M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
HWVIX vs WCMFX Comparison Chart in %
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HWVIX vs. WCMFX commentary
Dec 27, 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 HWVIX is a StrongBuy and WCMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 831M vs. WCMFX (1.61M). HWVIX pays higher dividends than WCMFX: HWVIX (0.82) vs WCMFX (0.00). HWVIX was incepted earlier than WCMFX: HWVIX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWVIX (0.88). HWVIX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HWVIX: WCMFX (100000) vs HWVIX (250000). HWVIX annual gain was more profitable for investors over the last year : 2.65 vs. WCMFX (-70.39). HWVIX return over 5 years is better than : 23.43 vs. WCMFX (-65.45).
HWVIXWCMFXHWVIX / WCMFX
Total Expense Ratio0.810.9090%
Annual Report Gross Expense Ratio0.881.4561%
Fund Existence12 years6 years-
Gain YTD3.487-69.866-5%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets831M1.61M51,519%
Annual Yield % from dividends0.820.00-
Returns for 1 year2.65-70.39-4%
Returns for 3 years11.40-63.72-18%
Returns for 5 years23.43-65.45-36%
Returns for 10 years54.19N/A-
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