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DHSCX vs WCMJX
DHSCX vs WCMJX Comparison
Open Charts DHSCX vs WCMJX
Diamond Hill Small Cap I
Price$22.75
Change-$0.63 (-2.69%)
VolumeN/A
Net Assets242.83M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
DHSCX vs WCMJX Comparison Chart
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DHSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSCX has more cash in the bank: 243M vs. WCMJX (66.5M). DHSCX pays higher dividends than WCMJX: DHSCX (1.97) vs WCMJX (0.00). DHSCX was incepted earlier than WCMJX: DHSCX (24 years) vs WCMJX (5 years). DHSCX is a more actively managed with annual turnover of: 41.00 vs. WCMJX (22.00). 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 : 0.72 vs. WCMJX (-6.43). WCMJX return over 5 years is better than : 9.18 vs. DHSCX (-18.58).
| DHSCX | WCMJX | DHSCX / WCMJX | |
| 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 | -1.104 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -6.43 | -11% |
| Returns for 3 years | -24.79 | 8.68 | -286% |
| Returns for 5 years | -18.58 | 9.18 | -202% |
| Returns for 10 years | -23.80 | N/A | - |