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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Delaware Small Cap Value R6
Price$69.47
Change-$2.97 (-4.10%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
DVZRX vs WCMFX Comparison Chart
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DVZRX vs. WCMFX commentary
Dec 19, 2024
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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.53B vs. WCMFX (69M). 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 : 6.13 vs. WCMFX (3.56). WCMFX return over 5 years is better than : 19.14 vs. DVZRX (16.01).
| 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 | 4.780 | 2.289 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 69M | 6,567% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 6.13 | 3.56 | 172% |
| Returns for 3 years | -4.15 | 11.50 | -36% |
| Returns for 5 years | 16.01 | 19.14 | 84% |
| Returns for 10 years | N/A | N/A | - |
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