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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$19.41
Change-$0.66 (-3.29%)
VolumeN/A
Net Assets224.17M
WCM SMID Quality Val Fd Institutional
Price$10.30
Change-$0.40 (-3.74%)
VolumeN/A
Net Assets58.59M
DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX commentary
Apr 05, 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: 224M vs. WCMFX (58.6M). DHSIX pays higher dividends than WCMFX: DHSIX (5.28) vs WCMFX (0.00). DHSIX was incepted earlier than WCMFX: DHSIX (20 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than DHSIX (0.97). DHSIX is a more actively managed with annual turnover of: 43.00 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 : -12.25 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. DHSIX (29.04).
| DHSIX | WCMFX | DHSIX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.85 | 114% |
| Annual Report Gross Expense Ratio | 0.97 | 1.27 | 76% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -10.138 | -5.843 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 58.6M | 382% |
| Annual Yield % from dividends | 5.28 | 0.00 | - |
| Returns for 1 year | -12.25 | -16.07 | 76% |
| Returns for 3 years | -31.29 | 2.45 | -1,276% |
| Returns for 5 years | 29.04 | 80.77 | 36% |
| Returns for 10 years | -28.50 | N/A | - |