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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$19.15
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets53.71M
WCM SMID Quality Val Fd Investor
Price$3.41
Change-$0.04 (-1.16%)
VolumeN/A
Net Assets2.41M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 53.7M vs. WCMJX (2.41M). HDSVX pays higher dividends than WCMJX: HDSVX (0.11) vs WCMJX (0.00). HDSVX was incepted earlier than WCMJX: HDSVX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HDSVX (1.47). HDSVX is a more actively managed with annual turnover of: 49.00 vs. WCMJX (15.00). HDSVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. HDSVX annual gain was more profitable for investors over the last year : -4.05 vs. WCMJX (-72.58). HDSVX return over 5 years is better than : 45.69 vs. WCMJX (-66.34).
| HDSVX | WCMJX | HDSVX / WCMJX | |
| Total Expense Ratio | 1.27 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.47 | 1.70 | 86% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 3.408 | -70.713 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -72.58 | 6% |
| Returns for 3 years | 17.50 | -65.77 | -27% |
| Returns for 5 years | 45.69 | -66.34 | -69% |
| Returns for 10 years | 79.07 | N/A | - |
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