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HWVZX vs WCMFX
HWVZX vs WCMFX Comparison
Open Charts HWVZX vs WCMFX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.59
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets753.52M
WCM SMID Quality Val Fd Institutional
Price$11.45
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets60.2M
HWVZX vs WCMFX Comparison Chart in %
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HWVZX vs. WCMFX commentary
Aug 08, 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: 754M vs. WCMFX (60.2M). HWVZX pays higher dividends than WCMFX: HWVZX (0.92) 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 : -3.89 vs. WCMFX (-12.48). HWVZX return over 5 years is better than : 45.58 vs. WCMFX (25.96).
| 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 | -5.682 | -4.007 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 60.2M | 1,252% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -3.89 | -12.48 | 31% |
| Returns for 3 years | -7.82 | 6.98 | -112% |
| Returns for 5 years | 45.58 | 25.96 | 176% |
| Returns for 10 years | N/A | N/A | - |
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