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HWVZX vs WCMJX
HWVZX vs WCMJX Comparison
Open Charts HWVZX vs WCMJX
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 Investor
Price$11.24
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets60.2M
HWVZX vs WCMJX Comparison Chart in %
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HWVZX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 754M vs. WCMJX (60.2M). HWVZX pays higher dividends than WCMJX: HWVZX (0.92) vs WCMJX (0.00). HWVZX was incepted earlier than WCMJX: HWVZX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HWVZX (0.76). HWVZX is a more actively managed with annual turnover of: 54.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HWVZX: WCMJX (1000) vs HWVZX (1000000). HWVZX annual gain was more profitable for investors over the last year : -3.89 vs. WCMJX (-12.89). HWVZX return over 5 years is better than : 45.58 vs. WCMJX (24.07).
| HWVZX | WCMJX | HWVZX / WCMJX | |
| Total Expense Ratio | 0.76 | 1.15 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.70 | 45% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -5.682 | -4.160 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -12.89 | 30% |
| Returns for 3 years | -7.82 | 5.91 | -132% |
| Returns for 5 years | 45.58 | 24.07 | 189% |
| Returns for 10 years | N/A | N/A | - |
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