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HWVAX vs WCMJX
HWVAX vs WCMJX Comparison
Open Charts HWVAX vs WCMJX
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 Investor
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets51.02M
HWVAX vs WCMJX Comparison Chart in %
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HWVAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWVAX has more cash in the bank: 815M vs. WCMJX (51M). HWVAX pays higher dividends than WCMJX: HWVAX (0.65) vs WCMJX (0.00). HWVAX was incepted earlier than WCMJX: HWVAX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWVAX (1.12). HWVAX is a more actively managed with annual turnover of: 54.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWVAX: WCMJX (1000) vs HWVAX (2500). HWVAX annual gain was more profitable for investors over the last year : -0.75 vs. WCMJX (-16.52). HWVAX return over 5 years is better than : 58.70 vs. WCMJX (32.95).
| HWVAX | WCMJX | HWVAX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.12 | 1.70 | 66% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.800 | -3.056 | -59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -16.52 | 5% |
| Returns for 3 years | 6.22 | 17.13 | 36% |
| Returns for 5 years | 58.70 | 32.95 | 178% |
| Returns for 10 years | 44.40 | N/A | - |
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