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HNTVX vs WCMJX
HNTVX vs WCMJX Comparison
Open Charts HNTVX vs WCMJX
Heartland Value Institutional
Price$52.46
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets812.22M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
HNTVX vs WCMJX Comparison Chart in %
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HNTVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 812M vs. WCMJX (5.92M). HNTVX pays higher dividends than WCMJX: HNTVX (0.81) vs WCMJX (0.00). HNTVX was incepted earlier than WCMJX: HNTVX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HNTVX (0.91). HNTVX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HNTVX: WCMJX (1000) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : -4.02 vs. WCMJX (-77.30). HNTVX return over 5 years is better than : 33.03 vs. WCMJX (-67.15).
| HNTVX | WCMJX | HNTVX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 0.91 | 1.70 | 54% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 6.893 | -73.005 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -77.30 | 5% |
| Returns for 3 years | 22.56 | -68.88 | -33% |
| Returns for 5 years | 33.03 | -67.15 | -49% |
| Returns for 10 years | 37.31 | N/A | - |
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