Ad is loading...
DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$22.24
Change-$1.27 (-5.40%)
VolumeN/A
Net Assets186.29M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
DFSGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSGX vs. WCMNX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 186M vs. WCMNX (41.6M). 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 : 0.47 vs. WCMNX (-10.22). DFSGX return over 5 years is better than : 81.83 vs. WCMNX (60.98).
| 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 | -5.125 | -9.299 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 41.6M | 447% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.47 | -10.22 | -5% |
| Returns for 3 years | 4.91 | -7.10 | -69% |
| Returns for 5 years | 81.83 | 60.98 | 134% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...