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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Macquarie Small Cap Value R6
Price$68.57
Change+$0.96 (+1.42%)
VolumeN/A
Net Assets3.99B
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
DVZRX vs WCMFX Comparison Chart
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DVZRX vs. WCMFX commentary
Jun 07, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.99B vs. WCMFX (60.5M). DVZRX pays higher dividends than WCMFX: DVZRX (1.39) vs WCMFX (0.00). DVZRX was incepted earlier than WCMFX: DVZRX (9 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 : -4.47 vs. WCMFX (-14.31). DVZRX return over 5 years is better than : 32.11 vs. WCMFX (23.87).
| DVZRX | WCMFX | DVZRX / WCMFX | |
| Total Expense Ratio | 0.70 | 0.90 | 78% |
| Annual Report Gross Expense Ratio | 0.70 | 1.45 | 48% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -1.973 | -6.010 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 60.5M | 6,598% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -4.47 | -14.31 | 31% |
| Returns for 3 years | -9.85 | 5.04 | -196% |
| Returns for 5 years | 32.11 | 23.87 | 134% |
| Returns for 10 years | N/A | N/A | - |
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