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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$29.39
Change-$0.31 (-1.04%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.67
Change-$0.09 (-0.61%)
VolumeN/A
CapitalizationN/A
DHSYX vs WCMFX Comparison Chart
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DHSYX vs. WCMFX commentary
Nov 13, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 236M vs. WCMFX (79.6M). 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 : 37.43 vs. DHSYX (13.04). WCMFX return over 5 years is better than : 43.86 vs. DHSYX (-3.60).
| 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 | 20.550 | 20.687 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 79.6M | 296% |
| Annual Yield % from dividends | 2.27 | 0.00 | - |
| Returns for 1 year | 13.04 | 37.43 | 35% |
| Returns for 3 years | -27.15 | 15.13 | -179% |
| Returns for 5 years | -3.60 | 43.86 | -8% |
| Returns for 10 years | -7.39 | N/A | - |