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HWVIX vs WCMFX
HWVIX vs WCMFX Comparison
Open Charts HWVIX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.13
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets783.01M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
HWVIX vs WCMFX Comparison Chart in %
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HWVIX vs. WCMFX commentary
Oct 18, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 783M vs. WCMFX (21.7M). HWVIX pays higher dividends than WCMFX: HWVIX (0.83) 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 : -8.29 vs. WCMFX (-20.62). HWVIX return over 5 years is better than : 46.05 vs. WCMFX (23.45).
| HWVIX | WCMFX | HWVIX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.88 | 1.45 | 61% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.622 | -5.509 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 21.7M | 3,608% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -8.29 | -20.62 | 40% |
| Returns for 3 years | 2.53 | 16.46 | 15% |
| Returns for 5 years | 46.05 | 23.45 | 196% |
| Returns for 10 years | 39.44 | N/A | - |
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