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DEVIX vs WCMFX
DEVIX vs WCMFX Comparison
Open Charts DEVIX vs WCMFX
Macquarie Small Cap Value Instl
Price$74.34
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets3.72B
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
DEVIX vs WCMFX Comparison Chart in %
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DEVIX vs. WCMFX commentary
Sep 07, 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 DEVIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DEVIX has more cash in the bank: 3.72B vs. WCMFX (61.8M). DEVIX pays higher dividends than WCMFX: DEVIX (1.15) vs WCMFX (0.00). DEVIX was incepted earlier than WCMFX: DEVIX (33 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DEVIX (0.85). DEVIX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). DEVIX has a lower initial minimum investment than WCMFX: DEVIX (0) vs WCMFX (100000). DEVIX annual gain was more profitable for investors over the last year : 0.24 vs. WCMFX (-12.15). DEVIX return over 5 years is better than : 48.58 vs. WCMFX (34.80).
| DEVIX | WCMFX | DEVIX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 6.398 | -0.417 | -1,533% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 61.8M | 6,018% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 0.24 | -12.15 | -2% |
| Returns for 3 years | 10.06 | 20.63 | 49% |
| Returns for 5 years | 48.58 | 34.80 | 140% |
| Returns for 10 years | 50.74 | N/A | - |
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