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HWSZX vs WCMFX
HWSZX vs WCMFX Comparison
Open Charts HWSZX vs WCMFX
Hotchkis & Wiley Small Cap Value Z
Price$77.09
Change-$1.50 (-1.91%)
VolumeN/A
Net Assets775.64M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
HWSZX vs WCMFX Comparison Chart in %
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HWSZX vs. WCMFX commentary
Sep 16, 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: 776M vs. WCMFX (60.8M). HWSZX pays higher dividends than WCMFX: HWSZX (1.04) 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 : 1.78 vs. WCMFX (-14.64). HWSZX return over 5 years is better than : 97.37 vs. WCMFX (36.34).
| 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 | 3.699 | -1.669 | -222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 60.8M | 1,276% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | 1.78 | -14.64 | -12% |
| Returns for 3 years | 7.90 | 19.23 | 41% |
| Returns for 5 years | 97.37 | 36.34 | 268% |
| Returns for 10 years | N/A | N/A | - |
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