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HWVZX vs WCMJX
HWVZX vs WCMJX Comparison
Open Charts HWVZX vs WCMJX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.97
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets772.54M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
HWVZX vs WCMJX Comparison Chart in %
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HWVZX vs. WCMJX 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 HWVZX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HWVZX has more cash in the bank: 773M vs. WCMJX (5.92M). HWVZX pays higher dividends than WCMJX: HWVZX (0.89) 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 (0.78). HWVZX is a more actively managed with annual turnover of: 60.00 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 : -11.57 vs. WCMJX (-77.39). HWVZX return over 5 years is better than : 24.79 vs. WCMJX (-67.35).
| HWVZX | WCMJX | HWVZX / WCMJX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.70 | 46% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -3.247 | -73.090 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 5.92M | 13,060% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -11.57 | -77.39 | 15% |
| Returns for 3 years | -7.09 | -68.98 | 10% |
| Returns for 5 years | 24.79 | -67.35 | -37% |
| Returns for 10 years | N/A | N/A | - |
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