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DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$22.53
Change+$0.36 (+1.62%)
VolumeN/A
Net Assets175.68M
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
DFSGX vs WCMNX Comparison Chart
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DFSGX vs. WCMNX commentary
Apr 25, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 176M vs. WCMNX (39.3M). DFSGX (0.00) and WCMNX (0.00) have matching dividends . DFSGX was incepted earlier than WCMNX: DFSGX (7 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than DFSGX (1.08). WCMNX is a more actively managed with annual turnover of: 48.00 vs. DFSGX (30.00). WCMNX has a lower initial minimum investment than DFSGX: WCMNX (1000) vs DFSGX (500000). DFSGX annual gain was more profitable for investors over the last year : 0.09 vs. WCMNX (-11.06). DFSGX return over 5 years is better than : 47.74 vs. WCMNX (23.83).
| DFSGX | WCMNX | DFSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 2.11 | 51% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -9.080 | -14.421 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 39.3M | 448% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.09 | -11.06 | -1% |
| Returns for 3 years | 9.64 | -6.06 | -159% |
| Returns for 5 years | 47.74 | 23.83 | 200% |
| Returns for 10 years | N/A | N/A | - |