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DFSGX vs WCMLX
DFSGX vs WCMLX Comparison
Open Charts DFSGX vs WCMLX
DF Dent Small Cap Growth Institutional
Price$24.32
Change-$0.28 (-1.14%)
VolumeN/A
Net Assets195.51M
WCM Small Cap Growth Institutional
Price$12.85
Change-$0.23 (-1.76%)
VolumeN/A
Net Assets44.17M
DFSGX vs WCMLX Comparison Chart in %
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DFSGX vs. WCMLX commentary
Aug 02, 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: 196M vs. WCMLX (44.2M). DFSGX (0.00) and WCMLX (0.00) have matching dividends . DFSGX was incepted earlier than WCMLX: DFSGX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than DFSGX (1.08). WCMLX is a more actively managed with annual turnover of: 83.00 vs. DFSGX (30.00). WCMLX has a lower initial minimum investment than DFSGX: WCMLX (100000) vs DFSGX (500000). WCMLX annual gain was more profitable for investors over the last year : 2.27 vs. DFSGX (-0.53). DFSGX return over 5 years is better than : 24.85 vs. WCMLX (22.36).
| DFSGX | WCMLX | DFSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 1.08 | 1.79 | 60% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -1.856 | 1.711 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 44.2M | 443% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.53 | 2.27 | -23% |
| Returns for 3 years | 20.10 | 16.06 | 125% |
| Returns for 5 years | 24.85 | 22.36 | 111% |
| Returns for 10 years | N/A | N/A | - |
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