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DASVX vs WCMJX
DASVX vs WCMJX Comparison
Open Charts DASVX vs WCMJX
Dunham Small Cap Value A
Price$14.24
Change-$0.35 (-2.40%)
VolumeN/A
Net Assets103.66M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
DASVX vs WCMJX Comparison Chart
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DASVX vs. WCMJX commentary
Feb 23, 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 DASVX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DASVX has more cash in the bank: 104M vs. WCMJX (66.5M). DASVX pays higher dividends than WCMJX: DASVX (0.31) vs WCMJX (0.00). DASVX was incepted earlier than WCMJX: DASVX (18 years) vs WCMJX (5 years). DASVX is a more actively managed with annual turnover of: 95.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than DASVX: WCMJX (1000) vs DASVX (5000). DASVX annual gain was more profitable for investors over the last year : -3.62 vs. WCMJX (-4.66). WCMJX return over 5 years is better than : 11.25 vs. DASVX (1.32).
| DASVX | WCMJX | DASVX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 0.413 | 0.764 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 66.5M | 156% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -3.62 | -4.66 | 78% |
| Returns for 3 years | -10.00 | 10.73 | -93% |
| Returns for 5 years | 1.32 | 11.25 | 12% |
| Returns for 10 years | 0.49 | N/A | - |
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