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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Macquarie Small Cap Value R6
Price$69.81
Change-$1.57 (-2.20%)
VolumeN/A
Net Assets4.28B
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
DVZRX vs WCMFX Comparison Chart
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DVZRX vs. WCMFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.28B vs. WCMFX (66.5M). 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 : 1.59 vs. WCMFX (-6.03). DVZRX return over 5 years is better than : 13.99 vs. WCMFX (11.06).
| 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 | -0.200 | -1.085 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 66.5M | 6,441% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 1.59 | -6.03 | -26% |
| Returns for 3 years | -8.54 | 9.72 | -88% |
| Returns for 5 years | 13.99 | 11.06 | 126% |
| Returns for 10 years | N/A | N/A | - |
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