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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Macquarie Small Cap Value R6
Price$72.67
Change-$0.78 (-1.06%)
VolumeN/A
Net Assets3.65B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
DVZRX vs WCMFX Comparison Chart in %
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DVZRX vs. WCMFX commentary
Oct 10, 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: 3.65B vs. WCMFX (22M). DVZRX pays higher dividends than WCMFX: DVZRX (1.28) 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 : -5.09 vs. WCMFX (-18.45). DVZRX return over 5 years is better than : 42.80 vs. WCMFX (25.14).
| 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 | 3.888 | -4.841 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 22M | 16,586% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -5.09 | -18.45 | 28% |
| Returns for 3 years | 13.05 | 20.13 | 65% |
| Returns for 5 years | 42.80 | 25.14 | 170% |
| Returns for 10 years | N/A | N/A | - |
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