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HNTVX vs WCMFX
HNTVX vs WCMFX Comparison
Open Charts HNTVX vs WCMFX
Heartland Value Institutional
Price$55.45
Change-$0.59 (-1.05%)
VolumeN/A
Net Assets854.47M
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
HNTVX vs WCMFX Comparison Chart in %
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HNTVX vs. WCMFX commentary
Sep 16, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 854M vs. WCMFX (60.6M). HNTVX pays higher dividends than WCMFX: HNTVX (0.80) 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 : 11.27 vs. WCMFX (-13.32). HNTVX return over 5 years is better than : 59.44 vs. WCMFX (37.62).
| 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 | 12.749 | -1.669 | -764% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 60.6M | 1,409% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 11.27 | -13.32 | -85% |
| Returns for 3 years | 32.23 | 17.45 | 185% |
| Returns for 5 years | 59.44 | 37.62 | 158% |
| Returns for 10 years | 48.26 | N/A | - |
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