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HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$19.23
Change-$0.28 (-1.44%)
VolumeN/A
Net Assets56.66M
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
HDSVX vs WCMFX Comparison Chart in %
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HDSVX vs. WCMFX commentary
Sep 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.6M vs. HDSVX (56.7M). 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 : 2.12 vs. WCMFX (-13.32). HDSVX return over 5 years is better than : 81.97 vs. WCMFX (37.62).
| 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 | 2.396 | -1.669 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.7M | 60.6M | 94% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 2.12 | -13.32 | -16% |
| Returns for 3 years | 13.29 | 17.45 | 76% |
| Returns for 5 years | 81.97 | 37.62 | 218% |
| Returns for 10 years | 66.71 | N/A | - |
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