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HDSVX vs WCMJX
HDSVX vs WCMJX Comparison
Open Charts HDSVX vs WCMJX
Hodges Small Intrinsic Value Retail
Price$17.76
Change-$0.34 (-1.88%)
VolumeN/A
Net Assets53.03M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
HDSVX vs WCMJX Comparison Chart in %
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HDSVX vs. WCMJX commentary
Nov 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 Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HDSVX has more cash in the bank: 53M vs. WCMJX (7.41M). 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 : -13.15 vs. WCMJX (-25.22). HDSVX return over 5 years is better than : 45.54 vs. WCMJX (13.30).
| 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 | -5.431 | -8.149 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53M | 7.41M | 716% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -13.15 | -25.22 | 52% |
| Returns for 3 years | 2.58 | 4.14 | 62% |
| Returns for 5 years | 45.54 | 13.30 | 342% |
| Returns for 10 years | 56.54 | N/A | - |
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