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HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$19.15
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets53.71M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change-$0.04 (-1.09%)
VolumeN/A
Net Assets2.41M
HDSVX vs WCMFX Comparison Chart in %
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HDSVX vs. WCMFX commentary
Dec 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 53.7M vs. WCMFX (2.41M). 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 : -4.05 vs. WCMFX (-71.41). HDSVX return over 5 years is better than : 45.69 vs. WCMFX (-64.40).
| 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 | 3.408 | -69.449 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 2.41M | 2,231% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -4.05 | -71.41 | 6% |
| Returns for 3 years | 17.50 | -64.01 | -27% |
| Returns for 5 years | 45.69 | -64.40 | -71% |
| Returns for 10 years | 79.07 | N/A | - |
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