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DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$23.83
Change-$0.08 (-0.33%)
VolumeN/A
Net Assets188.46M
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.98M
DFSGX vs WCMNX Comparison Chart
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DFSGX vs. WCMNX commentary
Jun 07, 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: 188M vs. WCMNX (43M). 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). DFSGX annual gain was more profitable for investors over the last year : 5.26 vs. WCMNX (-1.48). DFSGX return over 5 years is better than : 27.30 vs. WCMNX (12.35).
| 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 | -3.834 | -5.359 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 43M | 437% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.26 | -1.48 | -356% |
| Returns for 3 years | 23.54 | 11.82 | 199% |
| Returns for 5 years | 27.30 | 12.35 | 221% |
| Returns for 10 years | N/A | N/A | - |
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