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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.44
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets814.94M
WCM SMID Quality Val Fd Institutional
Price$11.63
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets51.02M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX vs. WCMFX commentary
Oct 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: 815M vs. WCMFX (51M). HWVAX pays higher dividends than WCMFX: HWVAX (0.65) 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 : -0.75 vs. WCMFX (-16.15). HWVAX return over 5 years is better than : 58.70 vs. WCMFX (34.92).
| 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 | 1.800 | -2.922 | -62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 51M | 1,598% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -0.75 | -16.15 | 5% |
| Returns for 3 years | 6.22 | 18.31 | 34% |
| Returns for 5 years | 58.70 | 34.92 | 168% |
| Returns for 10 years | 44.40 | N/A | - |
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