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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$24.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.14
Change+$0.08 (+0.66%)
VolumeN/A
CapitalizationN/A
DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX commentary
Dec 24, 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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSIX has more cash in the bank: 258M vs. WCMFX (67.1M). 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 : 2.73 vs. WCMFX (-0.33). WCMFX return over 5 years is better than : 15.07 vs. DHSIX (-17.87).
| 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 | 2.305 | -0.736 | -313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 67.1M | 385% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | 2.73 | -0.33 | -830% |
| Returns for 3 years | -24.74 | 7.53 | -329% |
| Returns for 5 years | -17.87 | 15.07 | -119% |
| Returns for 10 years | -18.52 | N/A | - |
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