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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$24.91
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets227.98M
WCM SMID Quality Val Fd Institutional
Price$12.66
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets70.36M
DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX commentary
Jan 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: 228M vs. WCMFX (70.4M). 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 : 9.61 vs. WCMFX (5.24). WCMFX return over 5 years is better than : 19.21 vs. DHSIX (-11.97).
| 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 | 4.357 | 5.676 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 70.4M | 324% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | 9.61 | 5.24 | 183% |
| Returns for 3 years | -18.70 | 18.21 | -103% |
| Returns for 5 years | -11.97 | 19.21 | -62% |
| Returns for 10 years | -12.30 | N/A | - |
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