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HWVIX vs WCMFX
HWVIX vs WCMFX Comparison
Open Charts HWVIX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.69
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets825.96M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change-$0.12 (-1.01%)
VolumeN/A
Net Assets61.78M
HWVIX vs WCMFX Comparison Chart in %
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HWVIX vs. WCMFX commentary
Sep 03, 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 HWVIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 826M vs. WCMFX (61.8M). HWVIX pays higher dividends than WCMFX: HWVIX (0.81) vs WCMFX (0.00). HWVIX was incepted earlier than WCMFX: HWVIX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWVIX (0.86). HWVIX is a more actively managed with annual turnover of: 54.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HWVIX: WCMFX (100000) vs HWVIX (250000). HWVIX annual gain was more profitable for investors over the last year : -2.21 vs. WCMFX (-15.63). HWVIX return over 5 years is better than : 59.43 vs. WCMFX (33.59).
| HWVIX | WCMFX | HWVIX / WCMFX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.86 | 1.45 | 59% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.325 | -0.417 | -797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 61.8M | 1,337% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -2.21 | -15.63 | 14% |
| Returns for 3 years | 5.61 | 19.90 | 28% |
| Returns for 5 years | 59.43 | 33.59 | 177% |
| Returns for 10 years | 52.79 | N/A | - |
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