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DAABX vs WCMJX
DAABX vs WCMJX Comparison
Open Charts DAABX vs WCMJX
DFA US Sustainability Targeted Val Instl
Price$20.89
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets528.44M
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
DAABX vs WCMJX Comparison Chart in %
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DAABX vs. WCMJX commentary
Sep 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 DAABX is a StrongBuy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
DAABX has more cash in the bank: 528M vs. WCMJX (60.7M). DAABX pays higher dividends than WCMJX: DAABX (1.18) vs WCMJX (0.00). DAABX was incepted earlier than WCMJX: DAABX (5 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DAABX (0.35). DAABX is a more actively managed with annual turnover of: 16.00 vs. WCMJX (15.00). DAABX has a lower initial minimum investment than WCMJX: DAABX (0) vs WCMJX (1000). DAABX annual gain was more profitable for investors over the last year : 8.72 vs. WCMJX (-16.03). DAABX return over 5 years is better than : 96.10 vs. WCMJX (35.21).
| DAABX | WCMJX | DAABX / WCMJX | |
| Total Expense Ratio | 0.34 | 1.15 | 30% |
| Annual Report Gross Expense Ratio | 0.35 | 1.70 | 21% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 6.799 | -2.207 | -308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 60.7M | 870% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 8.72 | -16.03 | -54% |
| Returns for 3 years | 40.00 | 17.67 | 226% |
| Returns for 5 years | 96.10 | 35.21 | 273% |
| Returns for 10 years | N/A | N/A | - |
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