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DHSCX vs WCMJX
DHSCX vs WCMJX Comparison
Open Charts DHSCX vs WCMJX
Diamond Hill Small Cap I
Price$23.74
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets227.98M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
DHSCX vs WCMJX Comparison Chart
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DHSCX vs. WCMJX commentary
Jan 19, 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: 228M vs. WCMJX (69.1M). 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 : 10.50 vs. WCMJX (4.97). WCMJX return over 5 years is better than : 14.58 vs. DHSCX (-17.66).
| 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 | 3.173 | 4.075 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 69.1M | 330% |
| Annual Yield % from dividends | 1.97 | 0.00 | - |
| Returns for 1 year | 10.50 | 4.97 | 211% |
| Returns for 3 years | -25.01 | 11.76 | -213% |
| Returns for 5 years | -17.66 | 14.58 | -121% |
| Returns for 10 years | -16.56 | N/A | - |
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