Ad is loading...
DHSYX vs WCMJX
DHSYX vs WCMJX Comparison
Open Charts DHSYX vs WCMJX
Diamond Hill Small Cap Y
Price$20.15
Change-$1.38 (-6.41%)
VolumeN/A
Net Assets224.17M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
DHSYX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DHSYX vs. WCMJX commentary
Apr 04, 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: 224M vs. WCMJX (61.7M). 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 : -12.11 vs. WCMJX (-16.50). WCMJX return over 5 years is better than : 77.85 vs. DHSYX (30.18).
| 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 | -10.104 | -5.942 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 61.7M | 363% |
| Annual Yield % from dividends | 5.40 | 0.00 | - |
| Returns for 1 year | -12.11 | -16.50 | 73% |
| Returns for 3 years | -30.88 | 1.47 | -2,107% |
| Returns for 5 years | 30.18 | 77.85 | 39% |
| Returns for 10 years | -27.46 | N/A | - |