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DHSYX vs WCMJX
DHSYX vs WCMJX Comparison
Open Charts DHSYX vs WCMJX
Diamond Hill Small Cap Y
Price$20.56
Change+$0.43 (+2.14%)
VolumeN/A
Net Assets205.09M
WCM SMID Quality Val Fd Investor
Price$10.51
Change+$0.19 (+1.84%)
VolumeN/A
Net Assets60.23M
DHSYX vs WCMJX Comparison Chart
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DHSYX vs. WCMJX commentary
Apr 25, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 205M vs. WCMJX (60.2M). DHSYX pays higher dividends than WCMJX: DHSYX (5.40) vs WCMJX (0.00). DHSYX was incepted earlier than WCMJX: DHSYX (13 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than DHSYX (0.85). DHSYX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than DHSYX: WCMJX (1000) vs DHSYX (500000). DHSYX annual gain was more profitable for investors over the last year : -15.56 vs. WCMJX (-18.42). WCMJX return over 5 years is better than : 44.94 vs. DHSYX (7.87).
| DHSYX | WCMJX | DHSYX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 0.85 | 1.52 | 56% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -15.950 | -12.394 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 60.2M | 341% |
| Annual Yield % from dividends | 5.40 | 0.00 | - |
| Returns for 1 year | -15.56 | -18.42 | 84% |
| Returns for 3 years | -33.14 | -2.37 | 1,401% |
| Returns for 5 years | 7.87 | 44.94 | 18% |
| Returns for 10 years | -32.02 | N/A | - |
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