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DVLRX vs WCMJX
DVLRX vs WCMJX Comparison
Open Charts DVLRX vs WCMJX
Macquarie Small Cap Value R
Price$64.06
Change-$0.61 (-0.94%)
VolumeN/A
Net Assets3.67B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
DVLRX vs WCMJX Comparison Chart in %
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DVLRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. DVLRX (3.67B). DVLRX pays higher dividends than WCMJX: DVLRX (0.90) vs WCMJX (0.00). DVLRX was incepted earlier than WCMJX: DVLRX (22 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DVLRX (1.35). DVLRX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). DVLRX has a lower initial minimum investment than WCMJX: DVLRX (0) vs WCMJX (1000). DVLRX annual gain was more profitable for investors over the last year : -5.07 vs. WCMJX (-17.15). DVLRX return over 5 years is better than : 38.14 vs. WCMJX (25.00).
| DVLRX | WCMJX | DVLRX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.35 | 1.70 | 79% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 5.069 | -3.650 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -17.15 | 30% |
| Returns for 3 years | 10.48 | 20.74 | 51% |
| Returns for 5 years | 38.14 | 25.00 | 153% |
| Returns for 10 years | 34.35 | N/A | - |
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