Interact to see
Advertisement
Advertisement
DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Macquarie Small Cap Value R6
Price$71.24
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets3.48B
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
DVZRX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DVZRX vs. WCMFX 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 DVZRX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.49B vs. WCMFX (5.92M). DVZRX pays higher dividends than WCMFX: DVZRX (1.29) vs WCMFX (0.00). DVZRX was incepted earlier than WCMFX: DVZRX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DVZRX (0.70). DVZRX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). 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 : -11.95 vs. WCMFX (-76.28). DVZRX return over 5 years is better than : 25.23 vs. WCMFX (-65.29).
| DVZRX | WCMFX | DVZRX / WCMFX | |
| Total Expense Ratio | 0.70 | 0.90 | 78% |
| Annual Report Gross Expense Ratio | 0.70 | 1.45 | 48% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 1.844 | -71.870 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 5.92M | 58,828% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | -11.95 | -76.28 | 16% |
| Returns for 3 years | -1.77 | -67.31 | 3% |
| Returns for 5 years | 25.23 | -65.29 | -39% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement