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HNVIX vs WCMJX
HNVIX vs WCMJX Comparison
Open Charts HNVIX vs WCMJX
Heartland Value Plus Institutional
Price$36.06
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets283.34M
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
HNVIX vs WCMJX Comparison Chart in %
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HNVIX vs. WCMJX commentary
Sep 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HNVIX has more cash in the bank: 283M vs. WCMJX (60.7M). HNVIX pays higher dividends than WCMJX: HNVIX (0.75) vs WCMJX (0.00). HNVIX was incepted earlier than WCMJX: HNVIX (17 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 : -0.76 vs. WCMJX (-15.65). WCMJX return over 5 years is better than : 34.23 vs. HNVIX (17.25).
| HNVIX | WCMJX | HNVIX / WCMJX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 0.94 | 1.70 | 55% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.773 | -2.122 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 60.7M | 466% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | -0.76 | -15.65 | 5% |
| Returns for 3 years | 7.91 | 17.77 | 45% |
| Returns for 5 years | 17.25 | 34.23 | 50% |
| Returns for 10 years | 50.96 | N/A | - |
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