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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$18.41
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets54.02M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 54M vs. WCMJX (21.8M). 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 : -7.72 vs. WCMJX (-21.05). HDSVX return over 5 years is better than : 55.57 vs. WCMJX (21.44).
| 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 | -1.970 | -5.772 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54M | 21.8M | 248% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -7.72 | -21.05 | 37% |
| Returns for 3 years | 13.18 | 15.26 | 86% |
| Returns for 5 years | 55.57 | 21.44 | 259% |
| Returns for 10 years | 57.83 | N/A | - |
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