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DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$24.32
Change-$0.28 (-1.14%)
VolumeN/A
Net Assets195.51M
WCM Small Cap Growth Investor
Price$12.67
Change-$0.22 (-1.71%)
VolumeN/A
Net Assets44.17M
DFSGX vs WCMNX Comparison Chart in %
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DFSGX vs. WCMNX commentary
Aug 02, 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: 196M vs. WCMNX (44.2M). 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 : 1.98 vs. DFSGX (-0.53). DFSGX return over 5 years is better than : 24.85 vs. WCMNX (20.81).
| 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 | -1.856 | 1.576 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 44.2M | 443% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.53 | 1.98 | -27% |
| Returns for 3 years | 20.10 | 15.19 | 132% |
| Returns for 5 years | 24.85 | 20.81 | 119% |
| Returns for 10 years | N/A | N/A | - |
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