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HWVIX vs WCMFX
HWVIX vs WCMFX Comparison
Open Charts HWVIX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.93
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets777.74M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
HWVIX vs WCMFX Comparison Chart in %
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HWVIX vs. WCMFX commentary
Nov 20, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 778M vs. WCMFX (5.92M). HWVIX pays higher dividends than WCMFX: HWVIX (0.84) 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 (0.88). HWVIX is a more actively managed with annual turnover of: 60.00 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 : -10.97 vs. WCMFX (-76.28). HWVIX return over 5 years is better than : 25.43 vs. WCMFX (-65.29).
| HWVIX | WCMFX | HWVIX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.88 | 1.45 | 61% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -2.920 | -71.870 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 5.92M | 13,133% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -10.97 | -76.28 | 14% |
| Returns for 3 years | -6.85 | -67.31 | 10% |
| Returns for 5 years | 25.43 | -65.29 | -39% |
| Returns for 10 years | 37.89 | N/A | - |
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