Ad is loading...
DHSCX vs WCMFX
DHSCX vs WCMFX Comparison
Open Charts DHSCX vs WCMFX
Diamond Hill Small Cap I
Price$23.74
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets227.98M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
DHSCX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHSCX vs. WCMFX commentary
Jan 19, 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 DHSCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSCX has more cash in the bank: 228M vs. WCMFX (69.1M). DHSCX pays higher dividends than WCMFX: DHSCX (1.97) vs WCMFX (0.00). DHSCX was incepted earlier than WCMFX: DHSCX (24 years) vs WCMFX (5 years). DHSCX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (22.00). DHSCX has a lower initial minimum investment than WCMFX: DHSCX (2500) vs WCMFX (100000). DHSCX annual gain was more profitable for investors over the last year : 10.50 vs. WCMFX (5.50). WCMFX return over 5 years is better than : 16.43 vs. DHSCX (-17.66).
| DHSCX | WCMFX | DHSCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 3.173 | 4.090 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 69.1M | 330% |
| Annual Yield % from dividends | 1.97 | 0.00 | - |
| Returns for 1 year | 10.50 | 5.50 | 191% |
| Returns for 3 years | -25.01 | 12.85 | -195% |
| Returns for 5 years | -17.66 | 16.43 | -107% |
| Returns for 10 years | -16.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...