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HUSIX vs WCMFX
HUSIX vs WCMFX Comparison
Open Charts HUSIX vs WCMFX
Huber Small Cap Value I
Price$27.21
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets81.12M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
HUSIX vs WCMFX Comparison Chart in %
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HUSIX vs. WCMFX commentary
Oct 18, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
HUSIX has more cash in the bank: 81.1M vs. WCMFX (21.7M). HUSIX pays higher dividends than WCMFX: HUSIX (0.11) 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 : -4.20 vs. WCMFX (-20.75). HUSIX return over 5 years is better than : 92.76 vs. WCMFX (22.90).
| 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 | -4.673 | -5.927 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.1M | 21.7M | 374% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -4.20 | -20.75 | 20% |
| Returns for 3 years | 23.11 | 17.40 | 133% |
| Returns for 5 years | 92.76 | 22.90 | 405% |
| Returns for 10 years | 88.54 | N/A | - |