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HWVZX vs WCMFX
HWVZX vs WCMFX Comparison
Open Charts HWVZX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.44
Change-$0.14 (-1.11%)
VolumeN/A
Net Assets815.78M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
HWVZX vs WCMFX Comparison Chart in %
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HWVZX vs. WCMFX commentary
Oct 09, 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 HWVZX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 816M vs. WCMFX (22M). HWVZX pays higher dividends than WCMFX: HWVZX (0.87) vs WCMFX (0.00). HWVZX was incepted earlier than WCMFX: HWVZX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HWVZX (0.76). HWVZX is a more actively managed with annual turnover of: 54.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HWVZX: WCMFX (100000) vs HWVZX (1000000). HWVZX annual gain was more profitable for investors over the last year : -1.14 vs. WCMFX (-16.70). HWVZX return over 5 years is better than : 50.77 vs. WCMFX (27.00).
| HWVZX | WCMFX | HWVZX / WCMFX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.45 | 52% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.110 | -3.422 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 22M | 3,709% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -1.14 | -16.70 | 7% |
| Returns for 3 years | 10.70 | 21.92 | 49% |
| Returns for 5 years | 50.77 | 27.00 | 188% |
| Returns for 10 years | N/A | N/A | - |
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