Interact to see
Advertisement
Advertisement
DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$22.66
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets190.42M
WCM SMID Quality Val Fd Institutional
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
DHSIX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHSIX vs. WCMFX commentary
Jun 06, 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: 190M vs. WCMFX (61M). DHSIX pays higher dividends than WCMFX: DHSIX (5.01) vs WCMFX (0.00). DHSIX was incepted earlier than WCMFX: DHSIX (20 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DHSIX (0.97). DHSIX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). 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 : -4.67 vs. WCMFX (-14.83). WCMFX return over 5 years is better than : 23.87 vs. DHSIX (-4.42).
| DHSIX | WCMFX | DHSIX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 0.97 | 1.45 | 67% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -5.027 | -6.010 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 61M | 311% |
| Annual Yield % from dividends | 5.01 | 0.00 | - |
| Returns for 1 year | -4.67 | -14.83 | 32% |
| Returns for 3 years | -23.10 | 5.43 | -425% |
| Returns for 5 years | -4.42 | 23.87 | -19% |
| Returns for 10 years | -24.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement