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HDSVX vs WCMFX
HDSVX vs WCMFX Comparison
Open Charts HDSVX vs WCMFX
Hodges Small Intrinsic Value Retail
Price$19.54
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets54.24M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
HDSVX vs WCMFX Comparison Chart in %
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HDSVX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. HDSVX (54.2M). HDSVX pays higher dividends than WCMFX: HDSVX (0.04) 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 : 3.70 vs. WCMFX (-69.00). HDSVX return over 5 years is better than : 32.66 vs. WCMFX (-65.91).
| 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 | 5.908 | 5.915 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 22.5B | 0% |
| Annual Yield % from dividends | 0.04 | 0.00 | - |
| Returns for 1 year | 3.70 | -69.00 | -5% |
| Returns for 3 years | 12.95 | -65.02 | -20% |
| Returns for 5 years | 32.66 | -65.91 | -50% |
| Returns for 10 years | 102.39 | N/A | - |
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