Interact to see
Advertisement
Advertisement
DFSGX vs WCMNX
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$25.00
Change-$0.28 (-1.11%)
VolumeN/A
Net Assets197.32M
WCM Small Cap Growth Investor
Price$13.34
Change+$0.43 (+3.33%)
VolumeN/A
Net Assets45.3M
DFSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSGX vs. WCMNX commentary
Aug 26, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSGX has more cash in the bank: 197M vs. WCMNX (45.3M). 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 : 4.87 vs. DFSGX (1.50). DFSGX return over 5 years is better than : 23.52 vs. WCMNX (17.84).
| 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 | 0.888 | 5.122 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 45.3M | 435% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.50 | 4.87 | 31% |
| Returns for 3 years | 27.10 | 17.64 | 154% |
| Returns for 5 years | 23.52 | 17.84 | 132% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers