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DFDSX vs WCMLX
DFDSX vs WCMLX Comparison
Open Charts DFDSX vs WCMLX
DF Dent Small Cap Growth Investor
Price$21.72
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets172.87M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
DFDSX vs WCMLX Comparison Chart
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DFDSX vs. WCMLX commentary
Apr 18, 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: 173M vs. WCMLX (38.8M). DFDSX (0.00) and WCMLX (0.00) have matching dividends . DFDSX was incepted earlier than WCMLX: DFDSX (11 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than DFDSX (1.26). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -0.96 vs. WCMLX (-12.36). DFDSX return over 5 years is better than : 42.71 vs. WCMLX (23.25).
| DFDSX | WCMLX | DFDSX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.26 | 1.86 | 68% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -11.707 | -16.719 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 38.8M | 446% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.96 | -12.36 | 8% |
| Returns for 3 years | 5.18 | -8.07 | -64% |
| Returns for 5 years | 42.71 | 23.25 | 184% |
| Returns for 10 years | 86.44 | N/A | - |