Interact to see
Advertisement
Advertisement
HNTVX vs WCMJX
HNTVX vs WCMJX Comparison
Open Charts HNTVX vs WCMJX
Heartland Value Institutional
Price$55.33
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets855.95M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
HNTVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNTVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNTVX has more cash in the bank: 856M vs. WCMJX (22M). HNTVX pays higher dividends than WCMJX: HNTVX (0.79) 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 : 7.92 vs. WCMJX (-18.93). HNTVX return over 5 years is better than : 49.61 vs. WCMJX (23.13).
| 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 | 12.180 | -5.093 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -18.93 | -42% |
| Returns for 3 years | 40.79 | 18.94 | 215% |
| Returns for 5 years | 49.61 | 23.13 | 214% |
| Returns for 10 years | 44.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPIN | 31.93 | 0.21 | +0.67% |
| SPDR SSGA US Equity Premium Income ETF | |||
| FEPI | 47.56 | 0.31 | +0.66% |
| REX FANG & Innovation Equity Prm Inc ETF | |||
| NAZ | 12.00 | 0.01 | +0.08% |
| Nuveen Arizona Quality Municipal Income Fund | |||
| QCON | 47.92 | N/A | N/A |
| American Century Quality Convertible Securities ETF | |||
| DFSD | 48.28 | -0.02 | -0.04% |
| Dimensional Short-Duration Fixed Inc ETF | |||