Interact to see
Advertisement
Advertisement
DVLRX vs WCMJX
DVLRX vs WCMJX Comparison
Open Charts DVLRX vs WCMJX
Macquarie Small Cap Value R
Price$61.17
Change+$0.15 (+0.25%)
VolumeN/A
Net Assets3.51B
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.87M
DVLRX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DVLRX vs. WCMJX commentary
Aug 09, 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
DVLRX has more cash in the bank: 3.52B vs. WCMJX (59.9M). DVLRX pays higher dividends than WCMJX: DVLRX (0.93) 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 : -5.34 vs. WCMJX (-15.93). DVLRX return over 5 years is better than : 32.77 vs. WCMJX (23.52).
| 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 | -0.617 | -4.584 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 59.9M | 5,868% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -5.34 | -15.93 | 34% |
| Returns for 3 years | -4.62 | 7.15 | -65% |
| Returns for 5 years | 32.77 | 23.52 | 139% |
| Returns for 10 years | 25.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement