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HWVIX vs WCMJX
HWVIX vs WCMJX Comparison
Open Charts HWVIX vs WCMJX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.25
Change-$0.15 (-1.21%)
VolumeN/A
Net Assets803.73M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
HWVIX vs WCMJX Comparison Chart in %
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HWVIX vs. WCMJX commentary
Nov 14, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 804M vs. WCMJX (7.41M). HWVIX pays higher dividends than WCMJX: HWVIX (0.84) vs WCMJX (0.00). HWVIX was incepted earlier than WCMJX: HWVIX (11 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 : -10.34 vs. WCMJX (-25.22). HWVIX return over 5 years is better than : 32.46 vs. WCMJX (13.30).
| HWVIX | WCMJX | HWVIX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.70 | 52% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.649 | -8.149 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -25.22 | 41% |
| Returns for 3 years | -4.82 | 4.14 | -116% |
| Returns for 5 years | 32.46 | 13.30 | 244% |
| Returns for 10 years | 42.33 | N/A | - |
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