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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$27.24
Change-$0.21 (-0.77%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Sep 21, 2024
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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 241M vs. WCMFX (77.1M). DHSYX pays higher dividends than WCMFX: DHSYX (2.27) vs WCMFX (0.00). DHSYX was incepted earlier than WCMFX: DHSYX (13 years) vs WCMFX (5 years). DHSYX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than DHSYX: WCMFX (100000) vs DHSYX (500000). WCMFX annual gain was more profitable for investors over the last year : 22.49 vs. DHSYX (-1.33).
| DHSYX | WCMFX | DHSYX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 10.254 | 13.573 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 77.1M | 313% |
| Annual Yield % from dividends | 2.27 | 0.00 | - |
| Returns for 1 year | -1.33 | 22.49 | -6% |
| Returns for 3 years | -26.31 | 20.36 | -129% |
| Returns for 5 years | -9.62 | N/A | - |
| Returns for 10 years | -15.49 | N/A | - |