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DHSCX vs WCMJX
DHSCX vs WCMJX Comparison
Open Charts DHSCX vs WCMJX
Diamond Hill Small Cap I
Price$19.13
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets205.09M
WCM SMID Quality Val Fd Investor
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets60.21M
DHSCX vs WCMJX Comparison Chart
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DHSCX vs. WCMJX commentary
Apr 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: 205M vs. WCMJX (60.2M). DHSCX pays higher dividends than WCMJX: DHSCX (5.15) vs WCMJX (0.00). DHSCX was incepted earlier than WCMJX: DHSCX (24 years) vs WCMJX (5 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 (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 : -15.59 vs. WCMJX (-17.98). WCMJX return over 5 years is better than : 42.94 vs. DHSCX (0.03).
| 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 | 5 years | - |
| Gain YTD | -17.558 | -13.243 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 60.2M | 341% |
| Annual Yield % from dividends | 5.15 | 0.00 | - |
| Returns for 1 year | -15.59 | -17.98 | 87% |
| Returns for 3 years | -36.67 | -3.31 | 1,107% |
| Returns for 5 years | 0.03 | 42.94 | 0% |
| Returns for 10 years | -37.96 | N/A | - |
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