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HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$17.76
Change-$0.34 (-1.88%)
VolumeN/A
Net Assets53.03M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
HDSVX vs WCMFX Comparison Chart in %
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HDSVX vs. WCMFX commentary
Nov 14, 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 HDSVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 53M vs. WCMFX (7.41M). HDSVX pays higher dividends than WCMFX: HDSVX (0.11) vs WCMFX (0.00). HDSVX was incepted earlier than WCMFX: HDSVX (12 years) vs WCMFX (6 years). HDSVX (1.47) and WCMFX (1.45) have similar cost to investors . HDSVX is a more actively managed with annual turnover of: 49.00 vs. WCMFX (15.00). HDSVX has a lower initial minimum investment than WCMFX: HDSVX (1000) vs WCMFX (100000). HDSVX annual gain was more profitable for investors over the last year : -12.00 vs. WCMFX (-24.81). HDSVX return over 5 years is better than : 48.33 vs. WCMFX (15.14).
| HDSVX | WCMFX | HDSVX / WCMFX | |
| Total Expense Ratio | 1.27 | 0.90 | 141% |
| Annual Report Gross Expense Ratio | 1.47 | 1.45 | 101% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -3.621 | -7.930 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53M | 7.41M | 716% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -12.00 | -24.81 | 48% |
| Returns for 3 years | 3.18 | 5.15 | 62% |
| Returns for 5 years | 48.33 | 15.14 | 319% |
| Returns for 10 years | 60.66 | N/A | - |
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