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DHSIX vs WCMJX
DHSIX vs WCMJX Comparison
Open Charts DHSIX vs WCMJX
Diamond Hill Small Cap I
Price$21.56
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets190.42M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
DHSIX vs WCMJX Comparison Chart
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DHSIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSIX has more cash in the bank: 190M vs. WCMJX (61.5M). DHSIX pays higher dividends than WCMJX: DHSIX (5.43) vs WCMJX (0.00). DHSIX was incepted earlier than WCMJX: DHSIX (20 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than DHSIX (0.97). DHSIX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than DHSIX: WCMJX (1000) vs DHSIX (2500). DHSIX annual gain was more profitable for investors over the last year : -11.18 vs. WCMJX (-16.82). WCMJX return over 5 years is better than : 39.31 vs. DHSIX (6.94).
| DHSIX | WCMJX | DHSIX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.10 | 88% |
| Annual Report Gross Expense Ratio | 0.97 | 1.52 | 64% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -9.677 | -7.640 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -16.82 | 66% |
| Returns for 3 years | -22.28 | 9.79 | -228% |
| Returns for 5 years | 6.94 | 39.31 | 18% |
| Returns for 10 years | -27.49 | N/A | - |
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