Interact to see
Advertisement
Advertisement
HWSZX vs WCMJX
HWSZX vs WCMJX Comparison
Open Charts HWSZX vs WCMJX
Hotchkis & Wiley Small Cap Value Z
Price$76.95
Change+$0.64 (+0.84%)
VolumeN/A
Net Assets752.84M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
HWSZX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSZX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWSZX has more cash in the bank: 753M vs. WCMJX (22M). HWSZX pays higher dividends than WCMJX: HWSZX (1.05) vs WCMJX (0.00). HWSZX was incepted earlier than WCMJX: HWSZX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWSZX (0.86). HWSZX is a more actively managed with annual turnover of: 45.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWSZX: WCMJX (1000) vs HWSZX (1000000). HWSZX annual gain was more profitable for investors over the last year : -3.34 vs. WCMJX (-18.93). HWSZX return over 5 years is better than : 84.97 vs. WCMJX (23.13).
| HWSZX | WCMJX | HWSZX / WCMJX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.70 | 51% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.650 | -5.093 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -18.93 | 18% |
| Returns for 3 years | 11.69 | 18.94 | 62% |
| Returns for 5 years | 84.97 | 23.13 | 367% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement