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DFDSX vs WCMLX
DFDSX vs WCMLX Comparison
Open Charts DFDSX vs WCMLX
DF Dent Small Cap Growth Investor
Price$22.93
Change+$0.28 (+1.24%)
VolumeN/A
Net Assets180.73M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
DFDSX vs WCMLX Comparison Chart
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DFDSX vs. WCMLX commentary
May 09, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFDSX has more cash in the bank: 181M vs. WCMLX (42.1M). DFDSX (0.00) and WCMLX (0.00) have matching dividends . DFDSX was incepted earlier than WCMLX: DFDSX (12 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than DFDSX (1.26). WCMLX is a more actively managed with annual turnover of: 83.00 vs. DFDSX (30.00). 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 : -0.88 vs. WCMLX (-6.86). DFDSX return over 5 years is better than : 35.30 vs. WCMLX (21.31).
| DFDSX | WCMLX | DFDSX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.26 | 1.86 | 68% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -7.927 | -9.253 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 42.1M | 430% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.88 | -6.86 | 13% |
| Returns for 3 years | 22.23 | 15.89 | 140% |
| Returns for 5 years | 35.30 | 21.31 | 166% |
| Returns for 10 years | 95.93 | N/A | - |
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