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HUSIX vs WCMJX
HUSIX vs WCMJX Comparison
Open Charts HUSIX vs WCMJX
Huber Small Cap Value I
Price$28.54
Change+$0.23 (+0.81%)
VolumeN/A
Net Assets85.16M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
HUSIX vs WCMJX Comparison Chart in %
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HUSIX vs. WCMJX commentary
Sep 07, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HUSIX has more cash in the bank: 85.2M vs. WCMJX (61.8M). HUSIX pays higher dividends than WCMJX: HUSIX (0.11) vs WCMJX (0.00). HUSIX was incepted earlier than WCMJX: HUSIX (18 years) vs WCMJX (6 years). HUSIX (1.79) is less costly to investors than WCMJX (1.70). HUSIX is a more actively managed with annual turnover of: 30.55 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HUSIX: WCMJX (1000) vs HUSIX (5000). HUSIX annual gain was more profitable for investors over the last year : 7.05 vs. WCMJX (-12.55). HUSIX return over 5 years is better than : 102.21 vs. WCMJX (32.62).
| HUSIX | WCMJX | HUSIX / WCMJX | |
| Total Expense Ratio | 1.68 | 1.15 | 146% |
| Annual Report Gross Expense Ratio | 1.79 | 1.70 | 105% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 0.281 | -0.594 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.2M | 61.8M | 138% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 7.05 | -12.55 | -56% |
| Returns for 3 years | 25.43 | 19.49 | 130% |
| Returns for 5 years | 102.21 | 32.62 | 313% |
| Returns for 10 years | 105.48 | N/A | - |
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