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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$19.05
Change+$0.16 (+0.85%)
VolumeN/A
Net Assets56.06M
WCM SMID Quality Val Fd Investor
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets51.02M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 56.1M vs. WCMJX (51M). HDSVX pays higher dividends than WCMJX: HDSVX (0.11) vs WCMJX (0.00). HDSVX was incepted earlier than WCMJX: HDSVX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HDSVX (1.47). HDSVX is a more actively managed with annual turnover of: 49.00 vs. WCMJX (15.00). HDSVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. HDSVX annual gain was more profitable for investors over the last year : -1.65 vs. WCMJX (-16.52). HDSVX return over 5 years is better than : 73.55 vs. WCMJX (32.95).
| HDSVX | WCMJX | HDSVX / WCMJX | |
| Total Expense Ratio | 1.27 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.47 | 1.70 | 86% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.438 | -3.056 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.52 | 10% |
| Returns for 3 years | 15.42 | 17.13 | 90% |
| Returns for 5 years | 73.55 | 32.95 | 223% |
| Returns for 10 years | 66.59 | N/A | - |