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DFSGX vs WCMLX
DFSGX vs WCMLX Comparison
Open Charts DFSGX vs WCMLX
DF Dent Small Cap Growth Institutional
Price$22.24
Change-$1.27 (-5.40%)
VolumeN/A
Net Assets186.29M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
DFSGX vs WCMLX Comparison Chart
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DFSGX vs. WCMLX commentary
Apr 05, 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: 186M vs. WCMLX (41.6M). DFSGX (0.00) and WCMLX (0.00) have matching dividends . DFSGX was incepted earlier than WCMLX: DFSGX (7 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than DFSGX (1.08). WCMLX is a more actively managed with annual turnover of: 48.00 vs. DFSGX (30.00). 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 : 0.47 vs. WCMLX (-9.95). DFSGX return over 5 years is better than : 81.83 vs. WCMLX (62.99).
| DFSGX | WCMLX | DFSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 1.08 | 1.86 | 58% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -5.125 | -9.253 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 41.6M | 447% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.47 | -9.95 | -5% |
| Returns for 3 years | 4.91 | -6.42 | -77% |
| Returns for 5 years | 81.83 | 62.99 | 130% |
| Returns for 10 years | N/A | N/A | - |
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