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DFDSX vs WCMLX
DFDSX vs WCMLX Comparison
Open Charts DFDSX vs WCMLX
DF Dent Small Cap Growth Investor
Price$25.31
Change-$0.36 (-1.40%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
DFDSX vs WCMLX Comparison Chart
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DFDSX vs. WCMLX commentary
Nov 18, 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 DFDSX is a Sell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFDSX has more cash in the bank: 223M vs. WCMLX (40.7M). 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 : 27.63 vs. WCMLX (20.96). DFDSX return over 5 years is better than : 45.13 vs. WCMLX (30.30).
| 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 | 14.112 | 8.110 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 40.7M | 548% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.63 | 20.96 | 132% |
| Returns for 3 years | -9.15 | -17.51 | 52% |
| Returns for 5 years | 45.13 | 30.30 | 149% |
| Returns for 10 years | 126.79 | N/A | - |