Ad is loading...
DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$23.95
Change-$0.53 (-2.17%)
VolumeN/A
Net Assets190.49M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
DFSGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSGX vs. WCMNX commentary
Feb 23, 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: 190M vs. WCMNX (40.2M). 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 : 1.91 vs. WCMNX (-1.65). DFSGX return over 5 years is better than : 28.56 vs. WCMNX (13.84).
| 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 | -3.349 | -1.497 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 40.2M | 473% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.91 | -1.65 | -116% |
| Returns for 3 years | 15.37 | 6.38 | 241% |
| Returns for 5 years | 28.56 | 13.84 | 206% |
| Returns for 10 years | N/A | N/A | - |