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DVLRX vs WCMJX
DVLRX vs WCMJX Comparison
Open Charts DVLRX vs WCMJX
Macquarie Small Cap Value R
Price$62.33
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets3.48B
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
DVLRX vs WCMJX Comparison Chart in %
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DVLRX vs. WCMJX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DVLRX has more cash in the bank: 3.49B vs. WCMJX (5.92M). DVLRX pays higher dividends than WCMJX: DVLRX (0.91) 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 : -13.58 vs. WCMJX (-77.30). DVLRX return over 5 years is better than : 19.37 vs. WCMJX (-67.15).
| 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 | 1.267 | -73.005 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 5.92M | 58,828% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -13.58 | -77.30 | 18% |
| Returns for 3 years | -5.20 | -68.88 | 8% |
| Returns for 5 years | 19.37 | -67.15 | -29% |
| Returns for 10 years | 28.33 | N/A | - |
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