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DVLRX vs WCMJX
DVLRX vs WCMJX Comparison
Open Charts DVLRX vs WCMJX
Delaware Small Cap Value R
Price$65.71
Change-$1.12 (-1.68%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.19
Change-$0.20 (-1.49%)
VolumeN/A
CapitalizationN/A
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DVLRX vs WCMJX Comparison Chart
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DVLRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVLRX has more cash in the bank: 4.45B vs. WCMJX (72.6M). DVLRX pays higher dividends than WCMJX: DVLRX (1.15) vs WCMJX (0.00). DVLRX was incepted earlier than WCMJX: DVLRX (21 years) vs WCMJX (5 years). DVLRX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (22.00). DVLRX has a lower initial minimum investment than WCMJX: DVLRX (0) vs WCMJX (1000). WCMJX annual gain was more profitable for investors over the last year : 16.33 vs. DVLRX (7.52).
| DVLRX | WCMJX | DVLRX / WCMJX | |
| 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 | 10.844 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 16.33 | 46% |
| Returns for 3 years | -5.42 | 13.00 | -42% |
| Returns for 5 years | 23.96 | N/A | - |
| Returns for 10 years | 25.65 | N/A | - |
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