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DCSVX vs WCMFX
DCSVX vs WCMFX Comparison
Open Charts DCSVX vs WCMFX
Dunham Small Cap Value C
Price$10.49
Change+$0.11 (+1.06%)
VolumeN/A
Net Assets95.36M
WCM SMID Quality Val Fd Institutional
Price$11.28
Change+$0.13 (+1.17%)
VolumeN/A
Net Assets61.31M
DCSVX vs WCMFX Comparison Chart
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DCSVX vs. WCMFX commentary
Apr 04, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DCSVX has more cash in the bank: 95.4M vs. WCMFX (61.3M). DCSVX pays higher dividends than WCMFX: DCSVX (0.04) vs WCMFX (0.00). DCSVX was incepted earlier than WCMFX: DCSVX (20 years) vs WCMFX (5 years). DCSVX (2.35) is less costly to investors than WCMFX (1.27). DCSVX is a more actively managed with annual turnover of: 159.00 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 : -16.67 vs. DCSVX (-17.98). WCMFX return over 5 years is better than : 78.69 vs. DCSVX (37.95).
| DCSVX | WCMFX | DCSVX / WCMFX | |
| Total Expense Ratio | 2.35 | 0.85 | 276% |
| Annual Report Gross Expense Ratio | 2.35 | 1.27 | 185% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -9.107 | -6.928 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 61.3M | 156% |
| Annual Yield % from dividends | 0.04 | 0.00 | - |
| Returns for 1 year | -17.98 | -16.67 | 108% |
| Returns for 3 years | -25.62 | 1.36 | -1,879% |
| Returns for 5 years | 37.95 | 78.69 | 48% |
| Returns for 10 years | -25.49 | N/A | - |
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