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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Macquarie Small Cap Value R6
Price$73.53
Change+$0.25 (+0.34%)
VolumeN/A
Net Assets4.57B
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
DVZRX vs WCMFX Comparison Chart
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DVZRX vs. WCMFX commentary
Jan 19, 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 DVZRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.57B vs. WCMFX (69.1M). DVZRX pays higher dividends than WCMFX: DVZRX (1.46) vs WCMFX (0.00). DVZRX was incepted earlier than WCMFX: DVZRX (9 years) vs WCMFX (5 years). DVZRX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (22.00). DVZRX has a lower initial minimum investment than WCMFX: DVZRX (0) vs WCMFX (100000). DVZRX annual gain was more profitable for investors over the last year : 10.64 vs. WCMFX (5.50). WCMFX (16.43) and DVZRX (16.27) have equivalent 5 years return.
| DVZRX | WCMFX | DVZRX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 5.118 | 4.090 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 69.1M | 6,611% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 10.64 | 5.50 | 193% |
| Returns for 3 years | -7.86 | 12.85 | -61% |
| Returns for 5 years | 16.27 | 16.43 | 99% |
| Returns for 10 years | N/A | N/A | - |
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