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DFSGX vs WCMLX
DFSGX vs WCMLX Comparison
Open Charts DFSGX vs WCMLX
DF Dent Small Cap Growth Institutional
Price$24.00
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets187.32M
WCM Small Cap Growth Institutional
Price$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.18M
DFSGX vs WCMLX Comparison Chart in %
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DFSGX vs. WCMLX commentary
Jul 01, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 187M vs. WCMLX (42.2M). 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). DFSGX annual gain was more profitable for investors over the last year : 7.00 vs. WCMLX (-0.08). DFSGX return over 5 years is better than : 29.59 vs. WCMLX (19.48).
| 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 | -3.148 | -3.188 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 42.2M | 443% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.00 | -0.08 | -8,721% |
| Returns for 3 years | 29.87 | 23.15 | 129% |
| Returns for 5 years | 29.59 | 19.48 | 152% |
| Returns for 10 years | N/A | N/A | - |
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