WCMJX vs. HWSAX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM Focused Small Cap Fund (WCMJX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX).

WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019. HWSAX is managed by Hotchkis & Wiley. It was launched on Jun 10, 2000.

Performance

WCMJX vs. HWSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WCM Focused Small Cap Fund (WCMJX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX). The values are adjusted to include any dividend payments, if applicable.

WCMJX vs. HWSAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
WCMJX WCM Focused Small Cap Fund	6.28%	-71.65%	33.22%	23.83%	-13.93%	18.91%	-0.76%	5.20%
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A	9.00%	1.38%	4.77%	18.56%	2.81%	35.32%	-0.50%	6.49%

Returns By Period

WCMJX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HWSAX

• 1D: 1.75%
• 1M: 0.95%
• YTD: 9.00%
• 6M: 7.38%
• 1Y: 18.60%
• 3Y*: 10.15%
• 5Y*: 9.03%
• 10Y*: 9.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WCMJX vs. HWSAX - Expense Ratio Comparison

WCMJX has a 1.25% expense ratio, which is higher than HWSAX's 1.21% expense ratio.

WCMJX

WCM Focused Small Cap Fund

HWSAX

Hotchkis & Wiley Small Cap Value Fund Class A

Return for Risk

WCMJX vs. HWSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HWSAX

HWSAX Risk / Return Rank: 32
HWSAX Sharpe Ratio Rank: 28
HWSAX Sortino Ratio Rank: 30
HWSAX Omega Ratio Rank: 30
HWSAX Calmar Ratio Rank: 36
HWSAX Martin Ratio Rank: 34

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WCMJX vs. HWSAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM Focused Small Cap Fund (WCMJX) and Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WCMJX	HWSAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.78	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.42	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.41	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.47	—

Correlation

The correlation between WCMJX and HWSAX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

WCMJX vs. HWSAX - Dividend Comparison

WCMJX's dividend yield for the trailing twelve months is around 3.80%, more than HWSAX's 0.64% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WCMJX WCM Focused Small Cap Fund	3.80%	0.00%	33.08%	0.81%	1.85%	6.50%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HWSAX Hotchkis & Wiley Small Cap Value Fund Class A	0.64%	0.69%	8.19%	1.79%	13.39%	0.22%	0.63%	4.62%	9.45%	4.80%	0.00%	11.67%

Drawdowns

Drawdown Indicators

	WCMJX	HWSAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-72.14%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.98%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-53.82%	—
Current Drawdown Current decline from peak	—	-1.09%	—
Average Drawdown Average peak-to-trough decline	—	-11.03%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.43%	—

Volatility

Volatility by Period

	WCMJX	HWSAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.45%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.99%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.99%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	24.65%	—