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DHSIX vs WCMJX
DHSIX vs WCMJX Comparison
Open Charts DHSIX vs WCMJX
Diamond Hill Small Cap I
Price$19.41
Change-$0.66 (-3.29%)
VolumeN/A
Net Assets224.17M
WCM SMID Quality Val Fd Investor
Price$10.12
Change-$0.39 (-3.71%)
VolumeN/A
Net Assets58.59M
DHSIX vs WCMJX Comparison Chart
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DHSIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSIX has more cash in the bank: 224M vs. WCMJX (58.6M). DHSIX pays higher dividends than WCMJX: DHSIX (5.28) vs WCMJX (0.00). DHSIX was incepted earlier than WCMJX: DHSIX (20 years) vs WCMJX (5 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 (22.00). 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 : -12.25 vs. WCMJX (-16.50). WCMJX return over 5 years is better than : 77.85 vs. DHSIX (29.04).
| 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 | 5 years | - |
| Gain YTD | -10.138 | -5.942 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -16.50 | 74% |
| Returns for 3 years | -31.29 | 1.47 | -2,135% |
| Returns for 5 years | 29.04 | 77.85 | 37% |
| Returns for 10 years | -28.50 | N/A | - |
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