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HNTVX vs WCMJX
HNTVX vs WCMJX Comparison
Open Charts HNTVX vs WCMJX
Heartland Value Institutional
Price$55.45
Change-$0.59 (-1.05%)
VolumeN/A
Net Assets854.47M
WCM SMID Quality Val Fd Investor
Price$11.56
Change-$0.19 (-1.62%)
VolumeN/A
Net Assets60.59M
HNTVX vs WCMJX Comparison Chart in %
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HNTVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 854M vs. WCMJX (60.6M). HNTVX pays higher dividends than WCMJX: HNTVX (0.80) vs WCMJX (0.00). HNTVX was incepted earlier than WCMJX: HNTVX (17 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 : 11.27 vs. WCMJX (-13.80). HNTVX return over 5 years is better than : 59.44 vs. WCMJX (35.52).
| HNTVX | WCMJX | HNTVX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 0.91 | 1.70 | 54% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 12.749 | -1.868 | -683% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -13.80 | -82% |
| Returns for 3 years | 32.23 | 16.30 | 198% |
| Returns for 5 years | 59.44 | 35.52 | 167% |
| Returns for 10 years | 48.26 | N/A | - |
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