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HNTVX vs WCMFX
HNTVX vs WCMFX Comparison
Open Charts HNTVX vs WCMFX
Heartland Value Institutional
Price$52.46
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets812.22M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
HNTVX vs WCMFX Comparison Chart in %
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HNTVX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 812M vs. WCMFX (5.92M). HNTVX pays higher dividends than WCMFX: HNTVX (0.81) vs WCMFX (0.00). HNTVX was incepted earlier than WCMFX: HNTVX (18 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 : -4.02 vs. WCMFX (-76.28). HNTVX return over 5 years is better than : 33.03 vs. WCMFX (-65.29).
| HNTVX | WCMFX | HNTVX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 1.45 | 63% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 6.893 | -71.870 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 5.92M | 13,707% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -4.02 | -76.28 | 5% |
| Returns for 3 years | 22.56 | -67.31 | -34% |
| Returns for 5 years | 33.03 | -65.29 | -51% |
| Returns for 10 years | 37.31 | N/A | - |
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