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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$27.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX commentary
Sep 21, 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: 241M vs. WCMFX (75.6M). DHSIX pays higher dividends than WCMFX: DHSIX (2.15) vs WCMFX (0.00). DHSIX was incepted earlier than WCMFX: DHSIX (19 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 : 22.49 vs. DHSIX (-1.56).
| DHSIX | WCMFX | DHSIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 10.206 | 13.573 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 75.6M | 319% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | -1.56 | 22.49 | -7% |
| Returns for 3 years | -26.75 | 20.36 | -131% |
| Returns for 5 years | -10.36 | N/A | - |
| Returns for 10 years | -16.70 | N/A | - |
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