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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$23.62
Change-$0.65 (-2.68%)
VolumeN/A
Net Assets242.83M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX 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 DHSIX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSIX has more cash in the bank: 243M vs. WCMFX (66.5M). DHSIX pays higher dividends than WCMFX: DHSIX (2.15) vs WCMFX (0.00). DHSIX was incepted earlier than WCMFX: DHSIX (20 years) vs WCMFX (5 years). DHSIX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (22.00). DHSIX has a lower initial minimum investment than WCMFX: DHSIX (2500) vs WCMFX (100000). DHSIX annual gain was more profitable for investors over the last year : 1.35 vs. WCMFX (-4.28). WCMFX return over 5 years is better than : 13.12 vs. DHSIX (-15.91).
| DHSIX | WCMFX | DHSIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -1.047 | 0.751 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 66.5M | 365% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | 1.35 | -4.28 | -31% |
| Returns for 3 years | -23.03 | 11.76 | -196% |
| Returns for 5 years | -15.91 | 13.12 | -121% |
| Returns for 10 years | -19.79 | N/A | - |
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