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DSCIX vs WCMNX
DSCIX vs WCMNX Comparison
Open Charts DSCIX vs WCMNX
Dana Epiphany Small Cap Eq Instl
Price$12.43
Change-$0.28 (-2.20%)
VolumeN/A
Net Assets27.64M
WCM Small Cap Growth Investor
Price$11.26
Change-$0.40 (-3.43%)
VolumeN/A
Net Assets42.14M
DSCIX vs WCMNX Comparison Chart
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DSCIX vs. WCMNX commentary
Mar 11, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42.1M vs. DSCIX (27.6M). DSCIX pays higher dividends than WCMNX: DSCIX (0.23) vs WCMNX (0.00). DSCIX was incepted earlier than WCMNX: DSCIX (9 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than DSCIX (1.52). WCMNX (48.00) and DSCIX (47.00) have comparable annual turnover. WCMNX has a lower initial minimum investment than DSCIX: WCMNX (1000) vs DSCIX (1000000). DSCIX annual gain was more profitable for investors over the last year : -7.75 vs. WCMNX (-11.13). DSCIX return over 5 years is better than : 40.50 vs. WCMNX (21.58).
| DSCIX | WCMNX | DSCIX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.52 | 2.11 | 72% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -8.027 | -8.117 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6M | 42.1M | 66% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -7.75 | -11.13 | 70% |
| Returns for 3 years | 0.40 | 3.74 | 11% |
| Returns for 5 years | 40.50 | 21.58 | 188% |
| Returns for 10 years | N/A | N/A | - |
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