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HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets55.08M
WCM SMID Quality Val Fd Institutional
Price$11.51
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets18.76M
HDSVX vs WCMFX Comparison Chart in %
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HDSVX vs. WCMFX commentary
Oct 27, 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 HDSVX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 55.1M vs. WCMFX (18.8M). HDSVX pays higher dividends than WCMFX: HDSVX (0.11) vs WCMFX (0.00). HDSVX was incepted earlier than WCMFX: HDSVX (12 years) vs WCMFX (6 years). HDSVX (1.47) and WCMFX (1.45) have similar cost to investors . HDSVX is a more actively managed with annual turnover of: 49.00 vs. WCMFX (15.00). HDSVX has a lower initial minimum investment than WCMFX: HDSVX (1000) vs WCMFX (100000). HDSVX annual gain was more profitable for investors over the last year : -2.50 vs. WCMFX (-18.02). HDSVX return over 5 years is better than : 59.33 vs. WCMFX (26.34).
| HDSVX | WCMFX | HDSVX / WCMFX | |
| Total Expense Ratio | 1.27 | 0.90 | 141% |
| Annual Report Gross Expense Ratio | 1.47 | 1.45 | 101% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.106 | -3.923 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.1M | 18.8M | 293% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -2.50 | -18.02 | 14% |
| Returns for 3 years | 13.87 | 17.09 | 81% |
| Returns for 5 years | 59.33 | 26.34 | 225% |
| Returns for 10 years | 65.93 | N/A | - |
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