DFSGX
Price
$24.63
Change
-$0.54 (-2.15%)
Updated
Sep 1 closing price
Net Assets
167.87M
WCMLX
Price
$14.71
Change
+$0.05 (+0.34%)
Updated
Sep 2 closing price
Net Assets
49.67M
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DFSGX vs WCMLX

DFSGX vs WCMLX Comparison Chart in %
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A.I.Advisor
published Highlights

Market Cap

The average market capitalization across the group is 109.12M. The market cap for tickers in the group ranges from 50.37M to 167.87M. DFSGX holds the highest valuation in this group at 167.87M. The lowest valued company is WCMLX at 50.37M.

High and low price notable news

The average weekly price growth across all stocks in the group was -3%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was 5%. WCMLX experienced the highest price growth at -2%, while DFSGX experienced the biggest fall at -3%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
VS
DFSGX vs. WCMLX commentary
Sep 03, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 168M vs. WCMLX (49.7M). DFSGX (0.00) and WCMLX (0.00) have matching dividends . DFSGX was incepted earlier than WCMLX: DFSGX (9 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than DFSGX (1.05). WCMLX is a more actively managed with annual turnover of: 89.00 vs. DFSGX (36.00). 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 : 9.32 vs. DFSGX (-1.68). DFSGX return over 5 years is better than : -5.81 vs. WCMLX (-7.51).
DFSGXWCMLXDFSGX / WCMLX
Total Expense Ratio0.950.9996%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence9 years7 years-
Gain YTD2.6686.54141%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets168M49.7M338%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.689.32-18%
Returns for 3 years15.6922.3770%
Returns for 5 years-5.81-7.5177%
Returns for 10 yearsN/AN/A-
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