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DCSVX vs WCMFX
DCSVX vs WCMFX Comparison
Open Charts DCSVX vs WCMFX
Dunham Small Cap Value C
Price$11.17
Change-$0.28 (-2.45%)
VolumeN/A
Net Assets101.01M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
DCSVX vs WCMFX Comparison Chart
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DCSVX vs. WCMFX 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 DCSVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DCSVX has more cash in the bank: 101M vs. WCMFX (66.5M). DCSVX (0.00) and WCMFX (0.00) have matching dividends . DCSVX was incepted earlier than WCMFX: DCSVX (20 years) vs WCMFX (5 years). DCSVX is a more actively managed with annual turnover of: 95.00 vs. WCMFX (22.00). DCSVX has a lower initial minimum investment than WCMFX: DCSVX (5000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -6.03 vs. DCSVX (-9.52). WCMFX return over 5 years is better than : 11.06 vs. DCSVX (-11.52).
| DCSVX | WCMFX | DCSVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -2.189 | -1.085 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 66.5M | 152% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.52 | -6.03 | 158% |
| Returns for 3 years | -18.62 | 9.72 | -191% |
| Returns for 5 years | -11.52 | 11.06 | -104% |
| Returns for 10 years | -18.48 | N/A | - |
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