Ad is loading...
DCSVX vs WCMJX
DCSVX vs WCMJX Comparison
Open Charts DCSVX vs WCMJX
Dunham Small Cap Value C
Price$11.17
Change-$0.28 (-2.45%)
VolumeN/A
Net Assets101.01M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
DCSVX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCSVX 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 DCSVX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DCSVX has more cash in the bank: 101M vs. WCMJX (66.5M). DCSVX (0.00) and WCMJX (0.00) have matching dividends . DCSVX was incepted earlier than WCMJX: DCSVX (20 years) vs WCMJX (5 years). DCSVX is a more actively managed with annual turnover of: 95.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than DCSVX: WCMJX (1000) vs DCSVX (5000). WCMJX annual gain was more profitable for investors over the last year : -6.43 vs. DCSVX (-9.52). WCMJX return over 5 years is better than : 9.18 vs. DCSVX (-11.52).
| DCSVX | WCMJX | DCSVX / WCMJX | |
| 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 | -1.104 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -6.43 | 148% |
| Returns for 3 years | -18.62 | 8.68 | -215% |
| Returns for 5 years | -11.52 | 9.18 | -125% |
| Returns for 10 years | -18.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers