Ad is loading...
DFDSX vs WCMLX
DFDSX vs WCMLX Comparison
Open Charts DFDSX vs WCMLX
DF Dent Small Cap Growth Investor
Price$25.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets207.42M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
DFDSX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFDSX vs. WCMLX 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 DFDSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFDSX has more cash in the bank: 207M vs. WCMLX (41.8M). DFDSX (0.00) and WCMLX (0.00) have matching dividends . DFDSX was incepted earlier than WCMLX: DFDSX (11 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. DFDSX (41.00). DFDSX has a lower initial minimum investment than WCMLX: DFDSX (2500) vs WCMLX (100000). DFDSX annual gain was more profitable for investors over the last year : 15.31 vs. WCMLX (11.89). DFDSX return over 5 years is better than : 36.07 vs. WCMLX (23.03).
| DFDSX | WCMLX | DFDSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 1.667 | 4.666 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 41.8M | 495% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.31 | 11.89 | 129% |
| Returns for 3 years | 10.81 | 7.77 | 139% |
| Returns for 5 years | 36.07 | 23.03 | 157% |
| Returns for 10 years | 133.08 | N/A | - |