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DVLRX vs WCMFX
DVLRX vs WCMFX Comparison
Open Charts DVLRX vs WCMFX
Macquarie Small Cap Value R
Price$64.29
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets3.68B
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
DVLRX vs WCMFX Comparison Chart in %
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DVLRX vs. WCMFX commentary
Sep 17, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVLRX has more cash in the bank: 3.68B vs. WCMFX (60.7M). DVLRX pays higher dividends than WCMFX: DVLRX (0.89) 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 : -3.18 vs. WCMFX (-15.22). DVLRX return over 5 years is better than : 44.64 vs. WCMFX (36.47).
| 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 | 5.345 | -1.920 | -278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 60.7M | 6,058% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -3.18 | -15.22 | 21% |
| Returns for 3 years | 5.95 | 18.93 | 31% |
| Returns for 5 years | 44.64 | 36.47 | 122% |
| Returns for 10 years | 40.27 | N/A | - |
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