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HNVIX vs WCMFX
HNVIX vs WCMFX Comparison
Open Charts HNVIX vs WCMFX
Heartland Value Plus Institutional
Price$36.35
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets297.68M
WCM SMID Quality Val Fd Institutional
Price$11.57
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets51.02M
HNVIX vs WCMFX Comparison Chart in %
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HNVIX vs. WCMFX commentary
Oct 07, 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 HNVIX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNVIX has more cash in the bank: 298M vs. WCMFX (51M). HNVIX pays higher dividends than WCMFX: HNVIX (0.76) vs WCMFX (0.00). HNVIX was incepted earlier than WCMFX: HNVIX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HNVIX (0.94). HNVIX is a more actively managed with annual turnover of: 68.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HNVIX: WCMFX (100000) vs HNVIX (500000). HNVIX annual gain was more profitable for investors over the last year : -0.94 vs. WCMFX (-16.39). WCMFX return over 5 years is better than : 29.94 vs. HNVIX (15.52).
| HNVIX | WCMFX | HNVIX / WCMFX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 0.94 | 1.45 | 65% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 2.420 | -2.922 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 51M | 584% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -0.94 | -16.39 | 6% |
| Returns for 3 years | 13.41 | 22.55 | 59% |
| Returns for 5 years | 15.52 | 29.94 | 52% |
| Returns for 10 years | 44.86 | N/A | - |