Interact to see
Advertisement
Advertisement
HWVZX vs WCMJX
HWVZX vs WCMJX Comparison
Open Charts HWVZX vs WCMJX
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 Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
HWVZX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWVZX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 833M vs. WCMJX (2.65M). 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 : -10.00 vs. WCMJX (-77.15). HWVZX return over 5 years is better than : 26.89 vs. WCMJX (-66.50).
| 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 | 2.597 | -71.647 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -77.15 | 13% |
| Returns for 3 years | -3.45 | -68.40 | 5% |
| Returns for 5 years | 26.89 | -66.50 | -40% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement