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HWVIX vs WCMFX
HWVIX vs WCMFX Comparison
Open Charts HWVIX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.25
Change-$0.15 (-1.21%)
VolumeN/A
Net Assets803.73M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
HWVIX vs WCMFX Comparison Chart in %
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HWVIX vs. WCMFX commentary
Nov 15, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 804M vs. WCMFX (7.41M). HWVIX pays higher dividends than WCMFX: HWVIX (0.84) vs WCMFX (0.00). HWVIX was incepted earlier than WCMFX: HWVIX (11 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 : -10.34 vs. WCMFX (-25.21). HWVIX return over 5 years is better than : 32.46 vs. WCMFX (13.67).
| HWVIX | WCMFX | HWVIX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.88 | 1.45 | 61% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.649 | -9.098 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 7.41M | 10,858% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -10.34 | -25.21 | 41% |
| Returns for 3 years | -4.82 | 4.91 | -98% |
| Returns for 5 years | 32.46 | 13.67 | 237% |
| Returns for 10 years | 42.33 | N/A | - |
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