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HWVIX vs WCMJX
HWVIX vs WCMJX Comparison
Open Charts HWVIX vs WCMJX
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 Investor
Price$11.60
Change-$0.11 (-0.94%)
VolumeN/A
Net Assets61.78M
HWVIX vs WCMJX Comparison Chart in %
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HWVIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HWVIX has more cash in the bank: 826M vs. WCMJX (61.8M). HWVIX pays higher dividends than WCMJX: HWVIX (0.81) vs WCMJX (0.00). HWVIX was incepted earlier than WCMJX: HWVIX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWVIX (0.86). HWVIX is a more actively managed with annual turnover of: 54.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWVIX: WCMJX (1000) vs HWVIX (250000). HWVIX annual gain was more profitable for investors over the last year : -2.21 vs. WCMJX (-16.06). HWVIX return over 5 years is better than : 59.43 vs. WCMJX (31.43).
| HWVIX | WCMJX | HWVIX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.70 | 51% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.325 | -0.594 | -560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -16.06 | 14% |
| Returns for 3 years | 5.61 | 18.64 | 30% |
| Returns for 5 years | 59.43 | 31.43 | 189% |
| Returns for 10 years | 52.79 | N/A | - |
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