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DHSCX vs WCMJX
DHSCX vs WCMJX Comparison
Open Charts DHSCX vs WCMJX
Diamond Hill Small Cap I
Price$22.13
Change-$0.37 (-1.64%)
VolumeN/A
Net Assets200.03M
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.19 (-1.71%)
VolumeN/A
Net Assets59.79M
DHSCX vs WCMJX Comparison Chart
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DHSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSCX has more cash in the bank: 200M vs. WCMJX (59.8M). DHSCX pays higher dividends than WCMJX: DHSCX (4.90) vs WCMJX (0.00). DHSCX was incepted earlier than WCMJX: DHSCX (24 years) vs WCMJX (6 years). WCMJX (1.70) 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 : -2.56 vs. WCMJX (-16.73). WCMJX return over 5 years is better than : 32.89 vs. DHSCX (3.14).
| DHSCX | WCMJX | DHSCX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.26 | 1.70 | 74% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -3.824 | -7.046 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -16.73 | 15% |
| Returns for 3 years | -16.14 | 11.73 | -138% |
| Returns for 5 years | 3.14 | 32.89 | 10% |
| Returns for 10 years | -27.94 | N/A | - |
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