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HNVIX vs WCMJX
HNVIX vs WCMJX Comparison
Open Charts HNVIX vs WCMJX
Heartland Value Plus Institutional
Price$34.29
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets275.27M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
HNVIX vs WCMJX Comparison Chart in %
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HNVIX 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 HNVIX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HNVIX has more cash in the bank: 275M vs. WCMJX (5.92M). HNVIX pays higher dividends than WCMJX: HNVIX (0.78) vs WCMJX (0.00). HNVIX was incepted earlier than WCMJX: HNVIX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HNVIX (0.94). HNVIX is a more actively managed with annual turnover of: 68.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HNVIX: WCMJX (1000) vs HNVIX (500000). HNVIX annual gain was more profitable for investors over the last year : -11.34 vs. WCMJX (-77.39). HNVIX return over 5 years is better than : -1.12 vs. WCMJX (-67.35).
| HNVIX | WCMJX | HNVIX / WCMJX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.70 | 55% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -4.080 | -73.090 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 5.92M | 4,642% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -11.34 | -77.39 | 15% |
| Returns for 3 years | -7.46 | -68.98 | 11% |
| Returns for 5 years | -1.12 | -67.35 | 2% |
| Returns for 10 years | 33.04 | N/A | - |
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