Ad is loading...
DFDSX vs WCMNX
DFDSX vs WCMNX Comparison
Open Charts DFDSX vs WCMNX
DF Dent Small Cap Growth Investor
Price$21.72
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets172.87M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
DFDSX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFDSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFDSX has more cash in the bank: 173M vs. WCMNX (38.8M). DFDSX (0.00) and WCMNX (0.00) have matching dividends . DFDSX was incepted earlier than WCMNX: DFDSX (11 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than DFDSX (1.26). WCMNX is a more actively managed with annual turnover of: 48.00 vs. DFDSX (30.00). WCMNX has a lower initial minimum investment than DFDSX: WCMNX (1000) vs DFDSX (2500). DFDSX annual gain was more profitable for investors over the last year : -0.96 vs. WCMNX (-12.50). DFDSX return over 5 years is better than : 42.71 vs. WCMNX (21.77).
| DFDSX | WCMNX | DFDSX / WCMNX | |
| Total Expense Ratio | 1.05 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.26 | 2.11 | 60% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -11.707 | -16.706 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -12.50 | 8% |
| Returns for 3 years | 5.18 | -8.72 | -59% |
| Returns for 5 years | 42.71 | 21.77 | 196% |
| Returns for 10 years | 86.44 | N/A | - |