Interact to see
Advertisement
Advertisement
DHSIX vs WCMJX
DHSIX vs WCMJX Comparison
Open Charts DHSIX vs WCMJX
Diamond Hill Small Cap I
Price$24.41
Change+$0.21 (+0.87%)
VolumeN/A
Net Assets205.61M
WCM SMID Quality Val Fd Investor
Price$11.36
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets61.46M
DHSIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHSIX vs. WCMJX commentary
Jul 18, 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: 206M vs. WCMJX (61.5M). DHSIX pays higher dividends than WCMJX: DHSIX (4.78) 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 : -6.90 vs. WCMJX (-18.77). WCMJX return over 5 years is better than : 30.20 vs. DHSIX (9.42).
| 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 | 1.382 | -3.735 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 61.5M | 335% |
| Annual Yield % from dividends | 4.78 | 0.00 | - |
| Returns for 1 year | -6.90 | -18.77 | 37% |
| Returns for 3 years | -7.93 | 12.61 | -63% |
| Returns for 5 years | 9.42 | 30.20 | 31% |
| Returns for 10 years | -18.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement