Ad is loading...
DCSVX vs WCMJX
DCSVX vs WCMJX Comparison
Open Charts DCSVX vs WCMJX
Dunham Small Cap Value C
Price$10.49
Change+$0.11 (+1.06%)
VolumeN/A
Net Assets95.36M
WCM SMID Quality Val Fd Investor
Price$11.08
Change+$0.12 (+1.09%)
VolumeN/A
Net Assets61.31M
DCSVX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DCSVX has more cash in the bank: 95.4M vs. WCMJX (61.3M). DCSVX pays higher dividends than WCMJX: DCSVX (0.04) vs WCMJX (0.00). DCSVX was incepted earlier than WCMJX: DCSVX (20 years) vs WCMJX (5 years). DCSVX (2.35) is less costly to investors than WCMJX (1.52). DCSVX is a more actively managed with annual turnover of: 159.00 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 : -17.03 vs. DCSVX (-17.98). WCMJX return over 5 years is better than : 75.92 vs. DCSVX (37.95).
| DCSVX | WCMJX | DCSVX / WCMJX | |
| Total Expense Ratio | 2.35 | 1.10 | 214% |
| Annual Report Gross Expense Ratio | 2.35 | 1.52 | 155% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -9.107 | -6.961 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -17.03 | 106% |
| Returns for 3 years | -25.62 | 0.37 | -6,994% |
| Returns for 5 years | 37.95 | 75.92 | 50% |
| Returns for 10 years | -25.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...