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DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$25.07
Change-$0.98 (-3.76%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
DFSGX vs WCMNX Comparison Chart
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DFSGX vs. WCMNX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 228M vs. WCMNX (41.8M). DFSGX (0.00) and WCMNX (0.00) have matching dividends . DFSGX was incepted earlier than WCMNX: DFSGX (7 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. DFSGX (41.00). 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 : 18.19 vs. WCMNX (4.86). DFSGX return over 5 years is better than : 48.18 vs. WCMNX (21.61).
| DFSGX | WCMNX | DFSGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 16.764 | 4.262 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 41.8M | 545% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.19 | 4.86 | 374% |
| Returns for 3 years | 3.70 | -4.22 | -88% |
| Returns for 5 years | 48.18 | 21.61 | 223% |
| Returns for 10 years | N/A | N/A | - |
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