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DHSIX vs WCMJX
DHSIX vs WCMJX Comparison
Open Charts DHSIX vs WCMJX
Diamond Hill Small Cap I
Price$24.91
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets227.98M
WCM SMID Quality Val Fd Investor
Price$12.44
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets70.36M
DHSIX vs WCMJX Comparison Chart
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DHSIX vs. WCMJX commentary
Jan 23, 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: 228M vs. WCMJX (70.4M). DHSIX pays higher dividends than WCMJX: DHSIX (2.15) vs WCMJX (0.00). DHSIX was incepted earlier than WCMJX: DHSIX (20 years) vs WCMJX (5 years). DHSIX is a more actively managed with annual turnover of: 41.00 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 : 9.61 vs. WCMJX (4.71). WCMJX return over 5 years is better than : 17.14 vs. DHSIX (-11.97).
| DHSIX | WCMJX | DHSIX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 4.357 | 5.603 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 70.4M | 324% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | 9.61 | 4.71 | 204% |
| Returns for 3 years | -18.70 | 17.03 | -110% |
| Returns for 5 years | -11.97 | 17.14 | -70% |
| Returns for 10 years | -12.30 | N/A | - |
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