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DHSCX vs WCMJX
DHSCX vs WCMJX Comparison
Open Charts DHSCX vs WCMJX
Diamond Hill Small Cap I
Price$20.76
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets190.42M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
DHSCX vs WCMJX Comparison Chart
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DHSCX vs. WCMJX commentary
May 11, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSCX has more cash in the bank: 190M vs. WCMJX (61.5M). DHSCX pays higher dividends than WCMJX: DHSCX (5.30) vs WCMJX (0.00). DHSCX was incepted earlier than WCMJX: DHSCX (24 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than DHSCX (1.26). DHSCX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than DHSCX: WCMJX (1000) vs DHSCX (2500). DHSCX annual gain was more profitable for investors over the last year : -11.56 vs. WCMJX (-16.67). WCMJX return over 5 years is better than : 39.56 vs. DHSCX (3.76).
| DHSCX | WCMJX | DHSCX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.26 | 1.52 | 83% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -9.605 | -7.470 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 61.5M | 309% |
| Annual Yield % from dividends | 5.30 | 0.00 | - |
| Returns for 1 year | -11.56 | -16.67 | 69% |
| Returns for 3 years | -23.89 | 9.99 | -239% |
| Returns for 5 years | 3.76 | 39.56 | 10% |
| Returns for 10 years | -30.98 | N/A | - |