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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Delaware Small Cap Value R6
Price$77.97
Change-$0.85 (-1.08%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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DVZRX vs WCMFX Comparison Chart
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DVZRX vs. WCMFX commentary
Sep 21, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.72B vs. WCMFX (77.1M). DVZRX pays higher dividends than WCMFX: DVZRX (1.46) vs WCMFX (0.00). DVZRX was incepted earlier than WCMFX: DVZRX (8 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). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. DVZRX (17.59).
| DVZRX | WCMFX | DVZRX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 11.354 | 14.636 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 77.1M | 6,122% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 17.59 | 26.53 | 66% |
| Returns for 3 years | 6.20 | 24.40 | 25% |
| Returns for 5 years | 29.20 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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