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HWVIX vs WCMFX
HWVIX vs WCMFX Comparison
Open Charts HWVIX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.76
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.
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).
| HWVIX | WCMFX | HWVIX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.88 | 1.45 | 61% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 3.487 | -69.866 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 1.61M | 51,519% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 2.65 | -70.39 | -4% |
| Returns for 3 years | 11.40 | -63.72 | -18% |
| Returns for 5 years | 23.43 | -65.45 | -36% |
| Returns for 10 years | 54.19 | N/A | - |
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