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DHSIX vs WCMJX
DHSIX vs WCMJX Comparison
Open Charts DHSIX vs WCMJX
Diamond Hill Small Cap I
Price$22.66
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets190.42M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
DHSIX vs WCMJX Comparison Chart
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DHSIX vs. WCMJX commentary
Jun 06, 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: 190M vs. WCMJX (61M). DHSIX pays higher dividends than WCMJX: DHSIX (5.01) vs WCMJX (0.00). DHSIX was incepted earlier than WCMJX: DHSIX (20 years) vs WCMJX (6 years). WCMJX (1.70) 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 : -4.67 vs. WCMJX (-15.18). WCMJX return over 5 years is better than : 21.81 vs. DHSIX (-4.42).
| DHSIX | WCMJX | DHSIX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.15 | 84% |
| Annual Report Gross Expense Ratio | 0.97 | 1.70 | 57% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -5.027 | -6.112 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 61M | 311% |
| Annual Yield % from dividends | 5.01 | 0.00 | - |
| Returns for 1 year | -4.67 | -15.18 | 31% |
| Returns for 3 years | -23.10 | 4.34 | -532% |
| Returns for 5 years | -4.42 | 21.81 | -20% |
| Returns for 10 years | -24.30 | N/A | - |
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