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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.58
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets754.23M
WCM SMID Quality Val Fd Institutional
Price$11.54
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets60.28M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX vs. WCMFX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 754M vs. WCMFX (60.3M). HWVAX pays higher dividends than WCMFX: HWVAX (0.69) 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 (1.12). HWVAX is a more actively managed with annual turnover of: 54.00 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 : -9.61 vs. WCMFX (-15.84). HWVAX return over 5 years is better than : 45.30 vs. WCMFX (25.08).
| HWVAX | WCMFX | HWVAX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.12 | 1.45 | 77% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.365 | -5.092 | 145% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 60.3M | 1,250% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | -9.61 | -15.84 | 61% |
| Returns for 3 years | -9.31 | 6.66 | -140% |
| Returns for 5 years | 45.30 | 25.08 | 181% |
| Returns for 10 years | 28.18 | N/A | - |
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