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DEVCX vs WCMFX
DEVCX vs WCMFX Comparison
Open Charts DEVCX vs WCMFX
Delaware Small Cap Value C
Price$49.34
Change-$0.75 (-1.50%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
DEVCX vs WCMFX Comparison Chart
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DEVCX vs. WCMFX commentary
Dec 19, 2024
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 DEVCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DEVCX has more cash in the bank: 4.18B vs. WCMFX (69M). DEVCX pays higher dividends than WCMFX: DEVCX (1.02) vs WCMFX (0.00). DEVCX was incepted earlier than WCMFX: DEVCX (29 years) vs WCMFX (5 years). DEVCX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (22.00). DEVCX has a lower initial minimum investment than WCMFX: DEVCX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 3.56 vs. DEVCX (0.63). WCMFX return over 5 years is better than : 19.14 vs. DEVCX (2.16).
| DEVCX | WCMFX | DEVCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -0.611 | 2.289 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 69M | 6,059% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 0.63 | 3.56 | 18% |
| Returns for 3 years | -13.20 | 11.50 | -115% |
| Returns for 5 years | 2.16 | 19.14 | 11% |
| Returns for 10 years | 8.43 | N/A | - |
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