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DCSVX vs WCMFX
DCSVX vs WCMFX Comparison
Open Charts DCSVX vs WCMFX
Dunham Small Cap Value C
Price$11.68
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets104.77M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
DCSVX vs WCMFX Comparison Chart
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DCSVX vs. WCMFX commentary
Jan 19, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DCSVX has more cash in the bank: 105M vs. WCMFX (69.1M). 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 : 5.50 vs. DCSVX (-1.73). WCMFX return over 5 years is better than : 16.43 vs. DCSVX (-9.41).
| 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 | 2.277 | 4.090 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 69.1M | 152% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.73 | 5.50 | -31% |
| Returns for 3 years | -17.72 | 12.85 | -138% |
| Returns for 5 years | -9.41 | 16.43 | -57% |
| Returns for 10 years | -12.07 | N/A | - |
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