Interact to see
Advertisement
Advertisement
HWVZX vs WCMFX
HWVZX vs WCMFX Comparison
Open Charts HWVZX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.12
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets783.01M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
HWVZX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWVZX 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 HWVZX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 783M vs. WCMFX (21.7M). HWVZX pays higher dividends than WCMFX: HWVZX (0.87) 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 : -8.26 vs. WCMFX (-20.62). HWVZX return over 5 years is better than : 46.09 vs. WCMFX (23.45).
| 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 | -1.623 | -5.509 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 21.7M | 3,608% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -8.26 | -20.62 | 40% |
| Returns for 3 years | 2.54 | 16.46 | 15% |
| Returns for 5 years | 46.09 | 23.45 | 197% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement