Interact to see
Advertisement
Advertisement
DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$25.60
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets223.16M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
DHSYX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHSYX vs. WCMFX commentary
Oct 09, 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: 223M vs. WCMFX (22M). DHSYX pays higher dividends than WCMFX: DHSYX (4.55) 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 : -0.69 vs. WCMFX (-18.45). WCMFX return over 5 years is better than : 25.14 vs. DHSYX (6.53).
| 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 | 6.889 | -4.841 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 22M | 1,014% |
| Annual Yield % from dividends | 4.55 | 0.00 | - |
| Returns for 1 year | -0.69 | -18.45 | 4% |
| Returns for 3 years | -3.26 | 20.13 | -16% |
| Returns for 5 years | 6.53 | 25.14 | 26% |
| Returns for 10 years | -12.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers