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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$23.68
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets200.03M
WCM SMID Quality Val Fd Institutional
Price$11.54
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets61.6M
DHSYX vs WCMFX Comparison Chart in %
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DHSYX vs. WCMFX commentary
Jul 01, 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: 200M vs. WCMFX (61.6M). DHSYX pays higher dividends than WCMFX: DHSYX (5.12) vs WCMFX (0.00). DHSYX was incepted earlier than WCMFX: DHSYX (14 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 : -0.90 vs. WCMFX (-12.73). WCMFX return over 5 years is better than : 38.46 vs. DHSYX (13.10).
| DHSYX | WCMFX | DHSYX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -0.960 | -3.840 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 61.6M | 325% |
| Annual Yield % from dividends | 5.12 | 0.00 | - |
| Returns for 1 year | -0.90 | -12.73 | 7% |
| Returns for 3 years | -10.64 | 13.95 | -76% |
| Returns for 5 years | 13.10 | 38.46 | 34% |
| Returns for 10 years | -19.47 | N/A | - |
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