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DVLRX vs WCMFX
DVLRX vs WCMFX Comparison
Open Charts DVLRX vs WCMFX
Macquarie Small Cap Value R
Price$64.06
Change-$0.61 (-0.94%)
VolumeN/A
Net Assets3.67B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
DVLRX vs WCMFX Comparison Chart in %
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DVLRX vs. WCMFX commentary
Oct 08, 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 DVLRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 23.7B vs. DVLRX (3.67B). DVLRX pays higher dividends than WCMFX: DVLRX (0.90) vs WCMFX (0.00). DVLRX was incepted earlier than WCMFX: DVLRX (22 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DVLRX (1.35). DVLRX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). DVLRX has a lower initial minimum investment than WCMFX: DVLRX (0) vs WCMFX (100000). DVLRX annual gain was more profitable for investors over the last year : -5.07 vs. WCMFX (-16.70). DVLRX return over 5 years is better than : 38.14 vs. WCMFX (27.00).
| DVLRX | WCMFX | DVLRX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 5.069 | -3.422 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 23.7B | 15% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -5.07 | -16.70 | 30% |
| Returns for 3 years | 10.48 | 21.92 | 48% |
| Returns for 5 years | 38.14 | 27.00 | 141% |
| Returns for 10 years | 34.35 | N/A | - |
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