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HUSIX vs WCMJX
HUSIX vs WCMJX Comparison
Open Charts HUSIX vs WCMJX
Huber Small Cap Value I
Price$27.21
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets81.12M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.71M
HUSIX vs WCMJX Comparison Chart in %
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HUSIX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HUSIX has more cash in the bank: 81.1M vs. WCMJX (21.7M). 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 : -4.20 vs. WCMJX (-21.18). HUSIX return over 5 years is better than : 92.76 vs. WCMJX (20.90).
| 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 | -4.673 | -6.197 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -21.18 | 20% |
| Returns for 3 years | 23.11 | 16.19 | 143% |
| Returns for 5 years | 92.76 | 20.90 | 444% |
| Returns for 10 years | 88.54 | N/A | - |
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