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DFSGX vs WCMLX
DFSGX vs WCMLX Comparison
Open Charts DFSGX vs WCMLX
DF Dent Small Cap Growth Institutional
Price$23.95
Change-$0.53 (-2.17%)
VolumeN/A
Net Assets190.49M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
DFSGX vs WCMLX Comparison Chart
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DFSGX vs. WCMLX commentary
Feb 23, 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 DFSGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 190M vs. WCMLX (40.2M). DFSGX (0.00) and WCMLX (0.00) have matching dividends . DFSGX was incepted earlier than WCMLX: DFSGX (7 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. DFSGX (41.00). WCMLX has a lower initial minimum investment than DFSGX: WCMLX (100000) vs DFSGX (500000). DFSGX annual gain was more profitable for investors over the last year : 1.91 vs. WCMLX (-1.40). DFSGX return over 5 years is better than : 28.56 vs. WCMLX (15.29).
| DFSGX | WCMLX | DFSGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.349 | -1.477 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 40.2M | 473% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.91 | -1.40 | -137% |
| Returns for 3 years | 15.37 | 7.19 | 214% |
| Returns for 5 years | 28.56 | 15.29 | 187% |
| Returns for 10 years | N/A | N/A | - |