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DHSYX vs WCMJX
DHSYX vs WCMJX Comparison
Open Charts DHSYX vs WCMJX
Diamond Hill Small Cap Y
Price$24.72
Change+$0.20 (+0.82%)
VolumeN/A
Net Assets227.98M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
DHSYX vs WCMJX Comparison Chart
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DHSYX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 228M vs. WCMJX (69.1M). DHSYX pays higher dividends than WCMJX: DHSYX (2.27) vs WCMJX (0.00). DHSYX was incepted earlier than WCMJX: DHSYX (13 years) vs WCMJX (5 years). DHSYX is a more actively managed with annual turnover of: 41.00 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 : 11.36 vs. WCMJX (4.97). WCMJX return over 5 years is better than : 14.58 vs. DHSYX (-14.21).
| DHSYX | WCMJX | DHSYX / WCMJX | |
| 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 | 4.075 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | 4.97 | 229% |
| Returns for 3 years | -22.83 | 11.76 | -194% |
| Returns for 5 years | -14.21 | 14.58 | -97% |
| Returns for 10 years | -10.91 | N/A | - |
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