WCMJX vs. HWSIX

Last updated Apr 1, 2026

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

WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.

Performance

WCMJX vs. HWSIX - 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 (HWSIX). The values are adjusted to include any dividend payments, if applicable.

WCMJX vs. HWSIX - 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%
HWSIX Hotchkis & Wiley Small Cap Value Fund	9.06%	1.60%	5.00%	18.85%	2.97%	35.54%	-0.31%	6.53%

Returns By Period

WCMJX

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

HWSIX

• 1D: 1.75%
• 1M: 0.97%
• YTD: 9.06%
• 6M: 7.50%
• 1Y: 18.87%
• 3Y*: 10.40%
• 5Y*: 9.25%
• 10Y*: 10.20%

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

WCMJX vs. HWSIX - Expense Ratio Comparison

WCMJX has a 1.25% expense ratio, which is higher than HWSIX's 1.06% expense ratio.

WCMJX

WCM Focused Small Cap Fund

HWSIX

Hotchkis & Wiley Small Cap Value Fund

Return for Risk

WCMJX vs. HWSIX — Risk / Return Rank

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

HWSIX

HWSIX Risk / Return Rank: 33
HWSIX Sharpe Ratio Rank: 29
HWSIX Sortino Ratio Rank: 32
HWSIX Omega Ratio Rank: 31
HWSIX Calmar Ratio Rank: 37
HWSIX Martin Ratio Rank: 36

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. HWSIX - 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 (HWSIX). 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	HWSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.79	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.43	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.41	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.45	—

Correlation

The correlation between WCMJX and HWSIX 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. HWSIX - Dividend Comparison

WCMJX's dividend yield for the trailing twelve months is around 3.80%, more than HWSIX's 0.92% 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%
HWSIX Hotchkis & Wiley Small Cap Value Fund	0.92%	1.01%	8.35%	1.90%	13.44%	0.36%	0.80%	4.89%	9.84%	5.07%	0.41%	11.78%

Drawdowns

Drawdown Indicators

	WCMJX	HWSIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-72.00%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.92%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-53.67%	—
Current Drawdown Current decline from peak	—	-1.06%	—
Average Drawdown Average peak-to-trough decline	—	-12.12%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.42%	—

Volatility

Volatility by Period

	WCMJX	HWSIX	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	—	23.98%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	24.67%	—