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HWVZX vs WCMJX
HWVZX vs WCMJX Comparison
Open Charts HWVZX vs WCMJX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets830.27M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
HWVZX vs WCMJX Comparison Chart in %
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HWVZX vs. WCMJX commentary
Dec 28, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 830M vs. WCMJX (1.61M). HWVZX pays higher dividends than WCMJX: HWVZX (0.86) 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 : 2.66 vs. WCMJX (-71.61). HWVZX return over 5 years is better than : 23.60 vs. WCMJX (-67.27).
| 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 | 3.490 | -71.053 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 1.61M | 51,457% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 2.66 | -71.61 | -4% |
| Returns for 3 years | 11.49 | -65.27 | -18% |
| Returns for 5 years | 23.60 | -67.27 | -35% |
| Returns for 10 years | N/A | N/A | - |
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