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HWVZX vs WCMJX
HWVZX vs WCMJX Comparison
Open Charts HWVZX vs WCMJX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.59
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets817.8M
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
HWVZX vs WCMJX Comparison Chart in %
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HWVZX vs. WCMJX commentary
Sep 18, 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: 818M vs. WCMJX (60.7M). HWVZX pays higher dividends than WCMJX: HWVZX (0.85) 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 : -1.98 vs. WCMJX (-16.03). HWVZX return over 5 years is better than : 59.82 vs. WCMJX (35.21).
| 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 | 2.435 | -2.207 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 818M | 60.7M | 1,348% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -1.98 | -16.03 | 12% |
| Returns for 3 years | 6.25 | 17.67 | 35% |
| Returns for 5 years | 59.82 | 35.21 | 170% |
| Returns for 10 years | N/A | N/A | - |
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