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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$17.43
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets49.75M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 49.8M vs. WCMJX (5.92M). 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 : -12.69 vs. WCMJX (-77.39). HDSVX return over 5 years is better than : 38.26 vs. WCMJX (-67.35).
| 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 | -7.668 | -73.090 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 5.92M | 841% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -12.69 | -77.39 | 16% |
| Returns for 3 years | 1.03 | -68.98 | -1% |
| Returns for 5 years | 38.26 | -67.35 | -57% |
| Returns for 10 years | 49.68 | N/A | - |
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