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HNTVX vs WCMFX
HNTVX vs WCMFX Comparison
Open Charts HNTVX vs WCMFX
Heartland Value Institutional
Price$55.33
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets855.95M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
HNTVX vs WCMFX Comparison Chart in %
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HNTVX vs. WCMFX commentary
Oct 09, 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 HNTVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 856M vs. WCMFX (22M). HNTVX pays higher dividends than WCMFX: HNTVX (0.79) vs WCMFX (0.00). HNTVX was incepted earlier than WCMFX: HNTVX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HNTVX (0.91). HNTVX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HNTVX: WCMFX (100000) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 7.92 vs. WCMFX (-18.45). HNTVX return over 5 years is better than : 49.61 vs. WCMFX (25.14).
| HNTVX | WCMFX | HNTVX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 1.45 | 63% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 12.180 | -4.841 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 22M | 3,891% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 7.92 | -18.45 | -43% |
| Returns for 3 years | 40.79 | 20.13 | 203% |
| Returns for 5 years | 49.61 | 25.14 | 197% |
| Returns for 10 years | 44.90 | N/A | - |
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