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DHSCX vs WCMFX
DHSCX vs WCMFX Comparison
Open Charts DHSCX vs WCMFX
Diamond Hill Small Cap I
Price$22.13
Change-$0.37 (-1.64%)
VolumeN/A
Net Assets200.03M
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
DHSCX vs WCMFX Comparison Chart
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DHSCX vs. WCMFX commentary
Jun 15, 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: 200M vs. WCMFX (59.8M). DHSCX pays higher dividends than WCMFX: DHSCX (4.90) vs WCMFX (0.00). DHSCX was incepted earlier than WCMFX: DHSCX (24 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DHSCX (1.26). 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 : -2.56 vs. WCMFX (-16.35). WCMFX return over 5 years is better than : 35.15 vs. DHSCX (3.14).
| DHSCX | WCMFX | DHSCX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 1.45 | 87% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -3.824 | -6.928 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 59.8M | 334% |
| Annual Yield % from dividends | 4.90 | 0.00 | - |
| Returns for 1 year | -2.56 | -16.35 | 16% |
| Returns for 3 years | -16.14 | 12.85 | -126% |
| Returns for 5 years | 3.14 | 35.15 | 9% |
| Returns for 10 years | -27.94 | N/A | - |
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