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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$20.15
Change-$1.38 (-6.41%)
VolumeN/A
Net Assets224.17M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Apr 04, 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 DHSYX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 224M vs. WCMFX (61.7M). DHSYX pays higher dividends than WCMFX: DHSYX (5.40) vs WCMFX (0.00). DHSYX was incepted earlier than WCMFX: DHSYX (13 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than DHSYX (0.85). DHSYX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than DHSYX: WCMFX (100000) vs DHSYX (500000). DHSYX annual gain was more profitable for investors over the last year : -12.11 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. DHSYX (30.18).
| DHSYX | WCMFX | DHSYX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.85 | 1.27 | 67% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -10.104 | -5.843 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 61.7M | 363% |
| Annual Yield % from dividends | 5.40 | 0.00 | - |
| Returns for 1 year | -12.11 | -16.07 | 75% |
| Returns for 3 years | -30.88 | 2.45 | -1,259% |
| Returns for 5 years | 30.18 | 80.77 | 37% |
| Returns for 10 years | -27.46 | N/A | - |