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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets55.08M
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets18.76M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 55.1M vs. WCMJX (18.8M). 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 : -2.50 vs. WCMJX (-18.48). HDSVX return over 5 years is better than : 59.33 vs. WCMJX (24.34).
| 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 | -0.106 | -4.160 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.1M | 18.8M | 293% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -2.50 | -18.48 | 14% |
| Returns for 3 years | 13.87 | 15.91 | 87% |
| Returns for 5 years | 59.33 | 24.34 | 244% |
| Returns for 10 years | 65.93 | N/A | - |
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