Interact to see
Advertisement
Advertisement
DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$24.57
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets191.26M
WCM Small Cap Growth Investor
Price$13.64
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets45.17M
DFSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSGX vs. WCMNX commentary
Sep 17, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 191M vs. WCMNX (45.2M). DFSGX (0.00) and WCMNX (0.00) have matching dividends . DFSGX was incepted earlier than WCMNX: DFSGX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than DFSGX (1.08). WCMNX is a more actively managed with annual turnover of: 83.00 vs. DFSGX (30.00). WCMNX has a lower initial minimum investment than DFSGX: WCMNX (1000) vs DFSGX (500000). WCMNX annual gain was more profitable for investors over the last year : 6.16 vs. DFSGX (-0.12). DFSGX return over 5 years is better than : 27.31 vs. WCMNX (20.85).
| DFSGX | WCMNX | DFSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 2.04 | 53% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -0.847 | 7.329 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 45.2M | 423% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.12 | 6.16 | -2% |
| Returns for 3 years | 32.03 | 28.49 | 112% |
| Returns for 5 years | 27.31 | 20.85 | 131% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement