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HUSIX vs WCMFX
HUSIX vs WCMFX Comparison
Open Charts HUSIX vs WCMFX
Huber Small Cap Value I
Price$27.11
Change-$0.20 (-0.73%)
VolumeN/A
Net Assets80.37M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.7M
HUSIX vs WCMFX Comparison Chart in %
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HUSIX vs. WCMFX commentary
Aug 16, 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 HUSIX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HUSIX has more cash in the bank: 80.4M vs. WCMFX (61.7M). HUSIX pays higher dividends than WCMFX: HUSIX (0.12) vs WCMFX (0.00). HUSIX was incepted earlier than WCMFX: HUSIX (18 years) vs WCMFX (6 years). HUSIX (1.79) is less costly to investors than WCMFX (1.45). HUSIX is a more actively managed with annual turnover of: 30.55 vs. WCMFX (15.00). HUSIX has a lower initial minimum investment than WCMFX: HUSIX (5000) vs WCMFX (100000). HUSIX annual gain was more profitable for investors over the last year : 4.47 vs. WCMFX (-14.59). HUSIX return over 5 years is better than : 88.26 vs. WCMFX (28.07).
| HUSIX | WCMFX | HUSIX / WCMFX | |
| Total Expense Ratio | 1.68 | 0.90 | 187% |
| Annual Report Gross Expense Ratio | 1.79 | 1.45 | 123% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -4.041 | -1.753 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.4M | 61.7M | 130% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 4.47 | -14.59 | -31% |
| Returns for 3 years | 13.38 | 5.00 | 268% |
| Returns for 5 years | 88.26 | 28.07 | 314% |
| Returns for 10 years | 86.67 | N/A | - |
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