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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$69.81
Change-$1.57 (-2.20%)
VolumeN/A
Net Assets4.28B
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
DVZRX vs WCMJX Comparison Chart
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DVZRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.28B vs. WCMJX (66.5M). DVZRX pays higher dividends than WCMJX: DVZRX (1.46) vs WCMJX (0.00). DVZRX was incepted earlier than WCMJX: DVZRX (9 years) vs WCMJX (5 years). DVZRX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (22.00). DVZRX has a lower initial minimum investment than WCMJX: DVZRX (0) vs WCMJX (1000). DVZRX annual gain was more profitable for investors over the last year : 1.59 vs. WCMJX (-6.43). DVZRX return over 5 years is better than : 13.99 vs. WCMJX (9.18).
| DVZRX | WCMJX | DVZRX / WCMJX | |
| 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 | -1.104 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -6.43 | -25% |
| Returns for 3 years | -8.54 | 8.68 | -98% |
| Returns for 5 years | 13.99 | 9.18 | 152% |
| Returns for 10 years | N/A | N/A | - |
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