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DHSIX vs WCMFX
DHSIX vs WCMFX Comparison
Open Charts DHSIX vs WCMFX
Diamond Hill Small Cap I
Price$21.56
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets190.42M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
DHSIX vs WCMFX Comparison Chart
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DHSIX vs. WCMFX commentary
May 12, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSIX has more cash in the bank: 190M vs. WCMFX (61.5M). DHSIX pays higher dividends than WCMFX: DHSIX (5.43) vs WCMFX (0.00). DHSIX was incepted earlier than WCMFX: DHSIX (20 years) vs WCMFX (6 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 (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 : -11.18 vs. WCMFX (-16.44). WCMFX return over 5 years is better than : 41.69 vs. DHSIX (6.94).
| 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 | 6 years | - |
| Gain YTD | -9.677 | -7.513 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 61.5M | 309% |
| Annual Yield % from dividends | 5.43 | 0.00 | - |
| Returns for 1 year | -11.18 | -16.44 | 68% |
| Returns for 3 years | -22.28 | 10.91 | -204% |
| Returns for 5 years | 6.94 | 41.69 | 17% |
| Returns for 10 years | -27.49 | N/A | - |
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