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HWVZX vs WCMFX
HWVZX vs WCMFX Comparison
Open Charts HWVZX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets831.33M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
HWVZX vs WCMFX Comparison Chart in %
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HWVZX vs. WCMFX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 831M vs. WCMFX (1.62M). 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 : 2.66 vs. WCMFX (-70.35). HWVZX return over 5 years is better than : 23.60 vs. WCMFX (-65.36).
| 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 | 3.490 | -69.783 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 1.62M | 51,423% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 2.66 | -70.35 | -4% |
| Returns for 3 years | 11.49 | -63.51 | -18% |
| Returns for 5 years | 23.60 | -65.36 | -36% |
| Returns for 10 years | N/A | N/A | - |
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