Ad is loading...
DHSIX vs WCMJX
DHSIX vs WCMJX Comparison
Open Charts DHSIX vs WCMJX
Diamond Hill Small Cap I
Price$23.62
Change-$0.65 (-2.68%)
VolumeN/A
Net Assets242.83M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
DHSIX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHSIX vs. WCMJX commentary
Feb 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: 243M vs. WCMJX (66.5M). 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 : 1.35 vs. WCMJX (-4.66). WCMJX return over 5 years is better than : 11.25 vs. DHSIX (-15.91).
| 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 | -1.047 | 0.764 | -137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 66.5M | 365% |
| Annual Yield % from dividends | 2.15 | 0.00 | - |
| Returns for 1 year | 1.35 | -4.66 | -29% |
| Returns for 3 years | -23.03 | 10.73 | -215% |
| Returns for 5 years | -15.91 | 11.25 | -141% |
| Returns for 10 years | -19.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...