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HWVIX vs WCMJX
HWVIX vs WCMJX Comparison
Open Charts HWVIX vs WCMJX
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 Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
HWVIX vs WCMJX Comparison Chart in %
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HWVIX vs. WCMJX commentary
Dec 28, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 831M vs. WCMJX (1.61M). HWVIX pays higher dividends than WCMJX: HWVIX (0.82) vs WCMJX (0.00). HWVIX was incepted earlier than WCMJX: HWVIX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWVIX (0.88). HWVIX is a more actively managed with annual turnover of: 60.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWVIX: WCMJX (1000) vs HWVIX (250000). HWVIX annual gain was more profitable for investors over the last year : 2.65 vs. WCMJX (-71.61). HWVIX return over 5 years is better than : 23.43 vs. WCMJX (-67.27).
| HWVIX | WCMJX | HWVIX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.70 | 52% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 3.487 | -71.053 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -71.61 | -4% |
| Returns for 3 years | 11.40 | -65.27 | -17% |
| Returns for 5 years | 23.43 | -67.27 | -35% |
| Returns for 10 years | 54.19 | N/A | - |
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