Interact to see
Advertisement
Advertisement
HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$18.41
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets54.02M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
HDSVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDSVX vs. WCMFX 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 HDSVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 54M vs. WCMFX (21.7M). 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 : -7.72 vs. WCMFX (-20.62). HDSVX return over 5 years is better than : 55.57 vs. WCMFX (23.45).
| 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 | -1.970 | -5.509 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54M | 21.7M | 249% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -7.72 | -20.62 | 37% |
| Returns for 3 years | 13.18 | 16.46 | 80% |
| Returns for 5 years | 55.57 | 23.45 | 237% |
| Returns for 10 years | 57.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement