Interact to see
Advertisement
Advertisement
HUSIX vs WCMJX
HUSIX vs WCMJX Comparison
Open Charts HUSIX vs WCMJX
Huber Small Cap Value I
Price$27.11
Change-$0.20 (-0.73%)
VolumeN/A
Net Assets80.37M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
HUSIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HUSIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HUSIX has more cash in the bank: 80.4M vs. WCMJX (61.7M). 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 : 4.47 vs. WCMJX (-15.01). HUSIX return over 5 years is better than : 88.26 vs. WCMJX (26.09).
| 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 | -4.041 | -1.952 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -15.01 | -30% |
| Returns for 3 years | 13.38 | 3.96 | 338% |
| Returns for 5 years | 88.26 | 26.09 | 338% |
| Returns for 10 years | 86.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement