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HWVZX vs WCMJX
HWVZX vs WCMJX Comparison
Open Charts HWVZX vs WCMJX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.25
Change-$0.14 (-1.13%)
VolumeN/A
Net Assets803.73M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
HWVZX vs WCMJX Comparison Chart in %
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HWVZX 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 HWVZX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 804M vs. WCMJX (7.41M). HWVZX pays higher dividends than WCMJX: HWVZX (0.89) vs WCMJX (0.00). HWVZX was incepted earlier than WCMJX: HWVZX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWVZX (0.78). HWVZX is a more actively managed with annual turnover of: 60.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWVZX: WCMJX (1000) vs HWVZX (1000000). HWVZX annual gain was more profitable for investors over the last year : -9.81 vs. WCMJX (-25.22). HWVZX return over 5 years is better than : 34.26 vs. WCMJX (13.30).
| HWVZX | WCMJX | HWVZX / WCMJX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.70 | 46% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 0.568 | -8.149 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 7.41M | 10,858% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -9.81 | -25.22 | 39% |
| Returns for 3 years | -4.93 | 4.14 | -119% |
| Returns for 5 years | 34.26 | 13.30 | 258% |
| Returns for 10 years | N/A | N/A | - |
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