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DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$23.78
Change-$0.33 (-1.37%)
VolumeN/A
Net Assets180.08M
WCM Small Cap Growth Investor
Price$13.54
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets44.14M
DFSGX vs WCMNX Comparison Chart in %
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DFSGX vs. WCMNX commentary
Oct 09, 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: 180M vs. WCMNX (44.1M). 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 : 5.96 vs. DFSGX (-2.82). DFSGX return over 5 years is better than : 15.32 vs. WCMNX (13.89).
| 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 | -4.036 | 7.880 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 44.1M | 408% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.82 | 5.96 | -47% |
| Returns for 3 years | 34.58 | 35.54 | 97% |
| Returns for 5 years | 15.32 | 13.89 | 110% |
| Returns for 10 years | N/A | N/A | - |
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