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HUSIX vs WCMJX
HUSIX vs WCMJX Comparison
Open Charts HUSIX vs WCMJX
Huber Small Cap Value I
Price$26.38
Change-$0.16 (-0.60%)
VolumeN/A
Net Assets77.72M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
HUSIX vs WCMJX Comparison Chart in %
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HUSIX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HUSIX has more cash in the bank: 77.7M vs. WCMJX (5.92M). HUSIX pays higher dividends than WCMJX: HUSIX (0.12) 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 : -6.97 vs. WCMJX (-77.30). HUSIX return over 5 years is better than : 64.88 vs. WCMJX (-67.15).
| 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 | -6.746 | -73.005 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 5.92M | 1,312% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -6.97 | -77.30 | 9% |
| Returns for 3 years | 16.43 | -68.88 | -24% |
| Returns for 5 years | 64.88 | -67.15 | -97% |
| Returns for 10 years | 87.19 | N/A | - |
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