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DVLRX vs WCMFX
DVLRX vs WCMFX Comparison
Open Charts DVLRX vs WCMFX
Delaware Small Cap Value R
Price$65.71
Change-$1.12 (-1.68%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$13.37
Change-$0.21 (-1.55%)
VolumeN/A
CapitalizationN/A
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DVLRX vs WCMFX Comparison Chart
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DVLRX vs. WCMFX commentary
Sep 08, 2024
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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVLRX has more cash in the bank: 4.45B vs. WCMFX (72.6M). DVLRX pays higher dividends than WCMFX: DVLRX (1.15) vs WCMFX (0.00). DVLRX was incepted earlier than WCMFX: DVLRX (21 years) vs WCMFX (5 years). DVLRX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (22.00). DVLRX has a lower initial minimum investment than WCMFX: DVLRX (0) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 16.67 vs. DVLRX (7.52).
| DVLRX | WCMFX | DVLRX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 6.860 | 11.038 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45B | 72.6M | 6,128% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 7.52 | 16.67 | 45% |
| Returns for 3 years | -5.42 | 13.93 | -39% |
| Returns for 5 years | 23.96 | N/A | - |
| Returns for 10 years | 25.65 | N/A | - |
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