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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$19.54
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets54.24M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. HDSVX (54.2M). HDSVX pays higher dividends than WCMJX: HDSVX (0.04) 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 : 3.70 vs. WCMJX (-70.33). HDSVX return over 5 years is better than : 32.66 vs. WCMJX (-67.79).
| 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 | 5.908 | 5.988 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -70.33 | -5% |
| Returns for 3 years | 12.95 | -66.76 | -19% |
| Returns for 5 years | 32.66 | -67.79 | -48% |
| Returns for 10 years | 102.39 | N/A | - |
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