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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$19.23
Change-$0.28 (-1.44%)
VolumeN/A
Net Assets56.66M
WCM SMID Quality Val Fd Investor
Price$11.56
Change-$0.19 (-1.62%)
VolumeN/A
Net Assets60.59M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.6M vs. HDSVX (56.7M). 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 : 2.12 vs. WCMJX (-13.80). HDSVX return over 5 years is better than : 81.97 vs. WCMJX (35.52).
| 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 | 2.396 | -1.868 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -13.80 | -15% |
| Returns for 3 years | 13.29 | 16.30 | 82% |
| Returns for 5 years | 81.97 | 35.52 | 231% |
| Returns for 10 years | 66.71 | N/A | - |
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