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HWVAX vs WCMFX
HWVAX vs WCMFX Comparison
Open Charts HWVAX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.52
Change-$0.18 (-1.42%)
VolumeN/A
Net Assets817.45M
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
HWVAX vs WCMFX Comparison Chart in %
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HWVAX vs. WCMFX commentary
Sep 15, 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: 817M vs. WCMFX (60.6M). HWVAX pays higher dividends than WCMFX: HWVAX (0.64) 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 : 2.16 vs. WCMFX (-13.32). HWVAX return over 5 years is better than : 61.90 vs. WCMFX (37.62).
| 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 | 2.455 | -1.669 | -147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 60.6M | 1,348% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 2.16 | -13.32 | -16% |
| Returns for 3 years | 4.47 | 17.45 | 26% |
| Returns for 5 years | 61.90 | 37.62 | 165% |
| Returns for 10 years | 45.97 | N/A | - |
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