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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$25.03
Change-$1.08 (-4.14%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Dec 19, 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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 258M vs. WCMFX (69M). 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). DHSYX annual gain was more profitable for investors over the last year : 8.71 vs. WCMFX (3.56). WCMFX return over 5 years is better than : 19.14 vs. DHSYX (-13.00).
| 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 | 7.096 | 2.289 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 69M | 374% |
| Annual Yield % from dividends | 2.27 | 0.00 | - |
| Returns for 1 year | 8.71 | 3.56 | 245% |
| Returns for 3 years | -19.94 | 11.50 | -173% |
| Returns for 5 years | -13.00 | 19.14 | -68% |
| Returns for 10 years | -12.59 | N/A | - |
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