Ad is loading...
DFSGX vs WCMNX ᐉ Comparison: Which is Better to Invest?
DFSGX vs WCMNX Comparison
Open Charts DFSGX vs WCMNX
DF Dent Small Cap Growth Institutional
Price$20.96
Change+$0.12 (+0.58%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$11.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSGX vs WCMNX Comparison Chart
Loading...
DFSGX vs. WCMNX commentary
Dec 11, 2023
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: 93.2M vs. WCMNX (36.7M). DFSGX (0.00) and WCMNX (0.00) have matching dividends . DFSGX was incepted earlier than WCMNX: DFSGX (6 years) vs WCMNX (4 years). WCMNX (2.19) is less costly to investors than DFSGX (1.12). WCMNX is a more actively managed with annual turnover of: 45.00 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 : 10.61 vs. WCMNX (4.60).
| DFSGX | WCMNX | DFSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.12 | 2.19 | 51% |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | 14.975 | 7.773 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.2M | 36.7M | 254% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.61 | 4.60 | 231% |
| Returns for 3 years | -7.00 | -18.73 | 37% |
| Returns for 5 years | 59.67 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TUG | 28.15 | 0.14 | +0.49% |
| STF Tactical Growth ETF | |||
| XRLV | 46.62 | -0.08 | -0.18% |
| Invesco S&P 500® ex-Rate Snsv LowVol ETF | |||
| TILL | 34.51 | -0.07 | -0.20% |
| Teucrium Agricultural Str No K-1 ETF | |||
| BFK | 10.02 | -0.06 | -0.60% |
| BlackRock Municipal Income Trust | |||
| TMF | 56.93 | -1.52 | -2.60% |
| Direxion Daily 20+ Yr Trsy Bull 3X ETF | |||