Ad is loading...
DHSCX vs WCMFX
DHSCX vs WCMFX Comparison
Open Charts DHSCX vs WCMFX
Diamond Hill Small Cap I
Price$19.81
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets205.09M
WCM SMID Quality Val Fd Institutional
Price$10.74
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets60.63M
DHSCX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHSCX vs. WCMFX commentary
May 03, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSCX has more cash in the bank: 205M vs. WCMFX (60.6M). DHSCX pays higher dividends than WCMFX: DHSCX (5.30) vs WCMFX (0.00). DHSCX was incepted earlier than WCMFX: DHSCX (24 years) vs WCMFX (6 years). WCMFX (1.27) and DHSCX (1.26) have similar cost to investors . DHSCX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). 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 : -12.70 vs. WCMFX (-15.80). WCMFX return over 5 years is better than : 41.67 vs. DHSCX (2.40).
| DHSCX | WCMFX | DHSCX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.85 | 148% |
| Annual Report Gross Expense Ratio | 1.26 | 1.27 | 99% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -14.342 | -10.601 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 60.6M | 338% |
| Annual Yield % from dividends | 5.30 | 0.00 | - |
| Returns for 1 year | -12.70 | -15.80 | 80% |
| Returns for 3 years | -31.33 | 2.59 | -1,211% |
| Returns for 5 years | 2.40 | 41.67 | 6% |
| Returns for 10 years | -34.92 | N/A | - |