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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.84
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets772.54M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX vs. WCMFX 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 HWVAX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 773M vs. WCMFX (5.92M). HWVAX pays higher dividends than WCMFX: HWVAX (0.66) vs WCMFX (0.00). HWVAX was incepted earlier than WCMFX: HWVAX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWVAX (1.13). HWVAX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (15.00). HWVAX has a lower initial minimum investment than WCMFX: HWVAX (2500) vs WCMFX (100000). HWVAX annual gain was more profitable for investors over the last year : -11.87 vs. WCMFX (-76.30). HWVAX return over 5 years is better than : 23.01 vs. WCMFX (-65.40).
| HWVAX | WCMFX | HWVAX / WCMFX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.13 | 1.45 | 78% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -3.519 | -71.870 | 5% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 5.92M | 13,049% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -11.87 | -76.30 | 16% |
| Returns for 3 years | -7.92 | -67.31 | 12% |
| Returns for 5 years | 23.01 | -65.40 | -35% |
| Returns for 10 years | 33.93 | N/A | - |
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