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DHSYX vs WCMJX
DHSYX vs WCMJX Comparison
Open Charts DHSYX vs WCMJX
Diamond Hill Small Cap Y
Price$23.68
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets200.03M
WCM SMID Quality Val Fd Investor
Price$11.33
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets61.6M
DHSYX vs WCMJX Comparison Chart in %
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DHSYX vs. WCMJX commentary
Jul 01, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 200M vs. WCMJX (61.6M). DHSYX pays higher dividends than WCMJX: DHSYX (5.12) vs WCMJX (0.00). DHSYX was incepted earlier than WCMJX: DHSYX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DHSYX (0.85). DHSYX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). 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 : -0.90 vs. WCMJX (-13.13). WCMJX return over 5 years is better than : 36.10 vs. DHSYX (13.10).
| DHSYX | WCMJX | DHSYX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.15 | 74% |
| Annual Report Gross Expense Ratio | 0.85 | 1.70 | 50% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -0.960 | -3.990 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 61.6M | 325% |
| Annual Yield % from dividends | 5.12 | 0.00 | - |
| Returns for 1 year | -0.90 | -13.13 | 7% |
| Returns for 3 years | -10.64 | 12.87 | -83% |
| Returns for 5 years | 13.10 | 36.10 | 36% |
| Returns for 10 years | -19.47 | N/A | - |
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