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Compare trend and price DFSGX vs WCMLX
DFSGX vs WCMLX Comparison
Open Charts DFSGX vs WCMLX
DF Dent Small Cap Growth Institutional
Price$20.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$11.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSGX vs WCMLX Comparison Chart
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DFSGX vs. WCMLX commentary
Nov 29, 2023
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: 90.5M vs. WCMLX (35.5M). DFSGX (0.00) and WCMLX (0.00) have matching dividends . DFSGX was incepted earlier than WCMLX: DFSGX (6 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than DFSGX (1.12). WCMLX is a more actively managed with annual turnover of: 45.00 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 : 8.53 vs. WCMLX (4.85).
| DFSGX | WCMLX | DFSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 1.12 | 1.94 | 58% |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | 11.684 | 5.639 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.5M | 35.5M | 255% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.53 | 4.85 | 176% |
| Returns for 3 years | -7.37 | -16.74 | 44% |
| Returns for 5 years | 47.71 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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