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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$23.70
Change-$0.65 (-2.67%)
VolumeN/A
Net Assets242.83M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Feb 23, 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: 243M vs. WCMFX (66.5M). 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 : 1.51 vs. WCMFX (-6.03). WCMFX return over 5 years is better than : 11.06 vs. DHSYX (-15.18).
| 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 | -1.044 | -1.085 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 66.5M | 365% |
| Annual Yield % from dividends | 2.27 | 0.00 | - |
| Returns for 1 year | 1.51 | -6.03 | -25% |
| Returns for 3 years | -22.57 | 9.72 | -232% |
| Returns for 5 years | -15.18 | 11.06 | -137% |
| Returns for 10 years | -18.65 | N/A | - |