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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Macquarie Small Cap Value R6
Price$63.00
Change+$4.88 (+8.40%)
VolumeN/A
Net Assets3.5B
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
DVZRX vs WCMFX Comparison Chart
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DVZRX vs. WCMFX commentary
Apr 11, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.5B vs. WCMFX (55.9M). DVZRX pays higher dividends than WCMFX: DVZRX (1.40) vs WCMFX (0.00). DVZRX was incepted earlier than WCMFX: DVZRX (9 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than DVZRX (0.71). WCMFX is a more actively managed with annual turnover of: 22.00 vs. DVZRX (19.00). 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 : -19.49 vs. WCMFX (-26.26). WCMFX (33.96) and DVZRX (32.36) have equivalent 5 years return.
| DVZRX | WCMFX | DVZRX / WCMFX | |
| Total Expense Ratio | 0.71 | 0.85 | 84% |
| Annual Report Gross Expense Ratio | 0.71 | 1.27 | 56% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -16.912 | -17.028 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 55.9M | 6,261% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | -19.49 | -26.26 | 74% |
| Returns for 3 years | -20.90 | -6.84 | 305% |
| Returns for 5 years | 32.36 | 33.96 | 95% |
| Returns for 10 years | N/A | N/A | - |
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