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DFSGX vs WCMLX
DFSGX vs WCMLX Comparison
Open Charts DFSGX vs WCMLX
DF Dent Small Cap Growth Institutional
Price$25.00
Change-$0.28 (-1.11%)
VolumeN/A
Net Assets197.32M
WCM Small Cap Growth Institutional
Price$13.53
Change+$0.43 (+3.28%)
VolumeN/A
Net Assets45.3M
DFSGX vs WCMLX Comparison Chart in %
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DFSGX vs. WCMLX commentary
Aug 26, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 197M vs. WCMLX (45.3M). 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 : 5.13 vs. DFSGX (1.50). DFSGX return over 5 years is better than : 23.52 vs. WCMLX (19.31).
| 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 | 0.888 | 5.210 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 45.3M | 435% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.50 | 5.13 | 29% |
| Returns for 3 years | 27.10 | 18.48 | 147% |
| Returns for 5 years | 23.52 | 19.31 | 122% |
| Returns for 10 years | N/A | N/A | - |
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