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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$24.72
Change+$0.20 (+0.82%)
VolumeN/A
Net Assets227.98M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Jan 19, 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: 228M vs. WCMFX (69.1M). 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). DHSYX annual gain was more profitable for investors over the last year : 11.36 vs. WCMFX (5.50). WCMFX return over 5 years is better than : 16.43 vs. DHSYX (-14.21).
| 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 | 3.215 | 4.090 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 69.1M | 330% |
| Annual Yield % from dividends | 2.27 | 0.00 | - |
| Returns for 1 year | 11.36 | 5.50 | 207% |
| Returns for 3 years | -22.83 | 12.85 | -178% |
| Returns for 5 years | -14.21 | 16.43 | -86% |
| Returns for 10 years | -10.91 | N/A | - |
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