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HWSZX vs WCMFX
HWSZX vs WCMFX Comparison
Open Charts HWSZX vs WCMFX
Hotchkis & Wiley Small Cap Value Z
Price$76.95
Change+$0.64 (+0.84%)
VolumeN/A
Net Assets752.84M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
HWSZX vs WCMFX Comparison Chart in %
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HWSZX vs. WCMFX 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 HWSZX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 753M vs. WCMFX (22M). HWSZX pays higher dividends than WCMFX: HWSZX (1.05) vs WCMFX (0.00). HWSZX was incepted earlier than WCMFX: HWSZX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWSZX (0.86). HWSZX is a more actively managed with annual turnover of: 45.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HWSZX: WCMFX (100000) vs HWSZX (1000000). HWSZX annual gain was more profitable for investors over the last year : -3.34 vs. WCMFX (-18.45). HWSZX return over 5 years is better than : 84.97 vs. WCMFX (25.14).
| HWSZX | WCMFX | HWSZX / WCMFX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.45 | 59% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.650 | -4.841 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 22M | 3,423% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | -3.34 | -18.45 | 18% |
| Returns for 3 years | 11.69 | 20.13 | 58% |
| Returns for 5 years | 84.97 | 25.14 | 338% |
| Returns for 10 years | N/A | N/A | - |
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