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DVLRX vs WCMJX
DVLRX vs WCMJX Comparison
Open Charts DVLRX vs WCMJX
Macquarie Small Cap Value R
Price$64.29
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets3.68B
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
DVLRX vs WCMJX Comparison Chart in %
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DVLRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVLRX has more cash in the bank: 3.68B vs. WCMJX (60.7M). DVLRX pays higher dividends than WCMJX: DVLRX (0.89) 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 : -3.18 vs. WCMJX (-15.65). DVLRX return over 5 years is better than : 44.64 vs. WCMJX (34.23).
| 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 | 5.345 | -2.122 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.65 | 20% |
| Returns for 3 years | 5.95 | 17.77 | 33% |
| Returns for 5 years | 44.64 | 34.23 | 130% |
| Returns for 10 years | 40.27 | N/A | - |
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