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DNDGX vs WCMLX
DNDGX vs WCMLX Comparison
Open Charts DNDGX vs WCMLX
Dunham Small Cap Growth N
Price$18.25
Change+$0.46 (+2.59%)
VolumeN/A
Net Assets76.91M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
DNDGX vs WCMLX Comparison Chart
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DNDGX vs. WCMLX commentary
May 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 DNDGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DNDGX has more cash in the bank: 76.9M vs. WCMLX (42.1M). DNDGX (0.00) and WCMLX (0.00) have matching dividends . DNDGX was incepted earlier than WCMLX: DNDGX (20 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than DNDGX (1.33). DNDGX is a more actively managed with annual turnover of: 100.00 vs. WCMLX (83.00). DNDGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. DNDGX annual gain was more profitable for investors over the last year : -1.60 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. DNDGX (7.28).
| DNDGX | WCMLX | DNDGX / WCMLX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.33 | 1.86 | 72% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -11.360 | -9.253 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9M | 42.1M | 183% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.60 | -6.86 | 23% |
| Returns for 3 years | 28.54 | 15.89 | 180% |
| Returns for 5 years | 7.28 | 21.31 | 34% |
| Returns for 10 years | -0.84 | N/A | - |
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