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DSCIX vs WCMLX
DSCIX vs WCMLX Comparison
Open Charts DSCIX vs WCMLX
Dana Epiphany Small Cap Eq Instl
Price$11.15
Change-$0.50 (-4.29%)
VolumeN/A
Net Assets24.23M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
DSCIX vs WCMLX Comparison Chart
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DSCIX vs. WCMLX commentary
Apr 07, 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 DSCIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 36.7M vs. DSCIX (24.2M). DSCIX pays higher dividends than WCMLX: DSCIX (0.17) vs WCMLX (0.00). DSCIX was incepted earlier than WCMLX: DSCIX (9 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than DSCIX (1.52). WCMLX (48.00) and DSCIX (47.00) have comparable annual turnover. WCMLX has a lower initial minimum investment than DSCIX: WCMLX (100000) vs DSCIX (1000000). DSCIX annual gain was more profitable for investors over the last year : -17.89 vs. WCMLX (-19.39). DSCIX return over 5 years is better than : 68.85 vs. WCMLX (43.99).
| DSCIX | WCMLX | DSCIX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 1.52 | 1.86 | 82% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -19.315 | -19.829 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 36.7M | 66% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -17.89 | -19.39 | 92% |
| Returns for 3 years | -14.86 | -15.56 | 96% |
| Returns for 5 years | 68.85 | 43.99 | 156% |
| Returns for 10 years | N/A | N/A | - |
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