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DHSYX vs WCMFX
DHSYX vs WCMFX Comparison
Open Charts DHSYX vs WCMFX
Diamond Hill Small Cap Y
Price$26.11
Change+$0.59 (+2.31%)
VolumeN/A
Net Assets218.74M
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
DHSYX vs WCMFX Comparison Chart in %
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DHSYX vs. WCMFX commentary
Oct 21, 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 DHSYX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DHSYX has more cash in the bank: 219M vs. WCMFX (21.8M). DHSYX pays higher dividends than WCMFX: DHSYX (4.55) vs WCMFX (0.00). DHSYX was incepted earlier than WCMFX: DHSYX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DHSYX (0.85). DHSYX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than DHSYX: WCMFX (100000) vs DHSYX (500000). DHSYX annual gain was more profitable for investors over the last year : -5.32 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. DHSYX (6.00).
| DHSYX | WCMFX | DHSYX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 6.555 | -5.509 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 21.8M | 1,005% |
| Annual Yield % from dividends | 4.55 | 0.00 | - |
| Returns for 1 year | -5.32 | -20.62 | 26% |
| Returns for 3 years | -7.24 | 16.46 | -44% |
| Returns for 5 years | 6.00 | 23.45 | 26% |
| Returns for 10 years | -12.25 | N/A | - |