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DHSCX vs WCMFX
DHSCX vs WCMFX Comparison
Open Charts DHSCX vs WCMFX
Diamond Hill Small Cap I
Price$22.75
Change-$0.63 (-2.69%)
VolumeN/A
Net Assets242.83M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
DHSCX vs WCMFX Comparison Chart
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DHSCX vs. WCMFX commentary
Feb 23, 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: 243M vs. WCMFX (66.5M). 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 : 0.72 vs. WCMFX (-6.03). WCMFX return over 5 years is better than : 11.06 vs. DHSCX (-18.58).
| 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 | -1.130 | -1.085 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 66.5M | 365% |
| Annual Yield % from dividends | 1.97 | 0.00 | - |
| Returns for 1 year | 0.72 | -6.03 | -12% |
| Returns for 3 years | -24.79 | 9.72 | -255% |
| Returns for 5 years | -18.58 | 11.06 | -168% |
| Returns for 10 years | -23.80 | N/A | - |