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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$23.11
Change+$0.37 (+1.63%)
VolumeN/A
Net Assets190.42M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Jun 07, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 190M vs. WCMFX (60.5M). DHSYX pays higher dividends than WCMFX: DHSYX (5.12) vs WCMFX (0.00). DHSYX was incepted earlier than WCMFX: DHSYX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DHSYX (0.85). DHSYX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). 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 : -2.95 vs. WCMFX (-14.31). WCMFX return over 5 years is better than : 23.87 vs. DHSYX (-2.07).
| DHSYX | WCMFX | DHSYX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -3.507 | -6.010 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 60.5M | 314% |
| Annual Yield % from dividends | 5.12 | 0.00 | - |
| Returns for 1 year | -2.95 | -14.31 | 21% |
| Returns for 3 years | -22.11 | 5.04 | -439% |
| Returns for 5 years | -2.07 | 23.87 | -9% |
| Returns for 10 years | -21.88 | N/A | - |
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