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HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$19.05
Change+$0.16 (+0.85%)
VolumeN/A
Net Assets56.06M
WCM SMID Quality Val Fd Institutional
Price$11.63
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets51.02M
HDSVX vs WCMFX Comparison Chart in %
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HDSVX vs. WCMFX commentary
Oct 05, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 56.1M vs. WCMFX (51M). 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 : -1.65 vs. WCMFX (-16.15). HDSVX return over 5 years is better than : 73.55 vs. WCMFX (34.92).
| 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 | 1.438 | -2.922 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.1M | 51M | 110% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -1.65 | -16.15 | 10% |
| Returns for 3 years | 15.42 | 18.31 | 84% |
| Returns for 5 years | 73.55 | 34.92 | 211% |
| Returns for 10 years | 66.59 | N/A | - |
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