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HWVZX vs WCMFX
HWVZX vs WCMFX Comparison
Open Charts HWVZX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.81
Change+$0.20 (+1.59%)
VolumeN/A
Net Assets833.22M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
HWVZX vs WCMFX Comparison Chart in %
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HWVZX vs. WCMFX commentary
Dec 04, 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 HWVZX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 833M vs. WCMFX (2.65M). HWVZX pays higher dividends than WCMFX: HWVZX (0.86) vs WCMFX (0.00). HWVZX was incepted earlier than WCMFX: HWVZX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWVZX (0.78). HWVZX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HWVZX: WCMFX (100000) vs HWVZX (1000000). HWVZX annual gain was more profitable for investors over the last year : -10.00 vs. WCMFX (-76.13). HWVZX return over 5 years is better than : 26.89 vs. WCMFX (-64.64).
| HWVZX | WCMFX | HWVZX / WCMFX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.45 | 54% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.597 | -70.451 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 2.65M | 31,493% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -10.00 | -76.13 | 13% |
| Returns for 3 years | -3.45 | -66.82 | 5% |
| Returns for 5 years | 26.89 | -64.64 | -42% |
| Returns for 10 years | N/A | N/A | - |
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