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HUSEX vs WCMFX
HUSEX vs WCMFX Comparison
Open Charts HUSEX vs WCMFX
Huber Small Cap Value Instl
Price$27.51
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets79.76M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
HUSEX vs WCMFX Comparison Chart in %
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HUSEX vs. WCMFX commentary
Aug 17, 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 HUSEX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HUSEX has more cash in the bank: 79.8M vs. WCMFX (61.4M). HUSEX pays higher dividends than WCMFX: HUSEX (0.42) vs WCMFX (0.00). HUSEX was incepted earlier than WCMFX: HUSEX (14 years) vs WCMFX (6 years). WCMFX (1.45) and HUSEX (1.39) have similar cost to investors . HUSEX is a more actively managed with annual turnover of: 30.55 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HUSEX: WCMFX (100000) vs HUSEX (1000000). HUSEX annual gain was more profitable for investors over the last year : 4.05 vs. WCMFX (-15.02). HUSEX return over 5 years is better than : 89.04 vs. WCMFX (27.42).
| HUSEX | WCMFX | HUSEX / WCMFX | |
| Total Expense Ratio | 1.28 | 0.90 | 142% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -4.545 | -2.254 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 61.4M | 130% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 4.05 | -15.02 | -27% |
| Returns for 3 years | 13.37 | 4.46 | 300% |
| Returns for 5 years | 89.04 | 27.42 | 325% |
| Returns for 10 years | 86.82 | N/A | - |
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