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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$29.54
Change+$0.57 (+1.97%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.68
Change+$0.16 (+1.10%)
VolumeN/A
CapitalizationN/A
DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX commentary
Nov 23, 2024
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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSIX has more cash in the bank: 236M vs. WCMFX (77.5M). 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). WCMFX annual gain was more profitable for investors over the last year : 30.72 vs. DHSIX (7.43). WCMFX return over 5 years is better than : 43.64 vs. DHSIX (-3.70).
| 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 | 21.564 | 20.033 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 77.5M | 305% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | 7.43 | 30.72 | 24% |
| Returns for 3 years | -26.96 | 17.35 | -155% |
| Returns for 5 years | -3.70 | 43.64 | -8% |
| Returns for 10 years | -8.77 | N/A | - |
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