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HUSEX vs WCMJX
HUSEX vs WCMJX Comparison
Open Charts HUSEX vs WCMJX
Huber Small Cap Value Instl
Price$27.51
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets79.76M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
HUSEX vs WCMJX Comparison Chart in %
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HUSEX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HUSEX has more cash in the bank: 79.8M vs. WCMJX (61.7M). HUSEX pays higher dividends than WCMJX: HUSEX (0.42) vs WCMJX (0.00). HUSEX was incepted earlier than WCMJX: HUSEX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HUSEX (1.39). HUSEX is a more actively managed with annual turnover of: 30.55 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HUSEX: WCMJX (1000) vs HUSEX (1000000). HUSEX annual gain was more profitable for investors over the last year : 4.05 vs. WCMJX (-15.01). HUSEX return over 5 years is better than : 89.04 vs. WCMJX (26.09).
| HUSEX | WCMJX | HUSEX / WCMJX | |
| Total Expense Ratio | 1.28 | 1.15 | 111% |
| Annual Report Gross Expense Ratio | 1.39 | 1.70 | 82% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -4.545 | -1.952 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 61.7M | 129% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 4.05 | -15.01 | -27% |
| Returns for 3 years | 13.37 | 3.96 | 338% |
| Returns for 5 years | 89.04 | 26.09 | 341% |
| Returns for 10 years | 86.82 | N/A | - |
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