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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$73.53
Change+$0.25 (+0.34%)
VolumeN/A
Net Assets4.57B
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
DVZRX vs WCMJX Comparison Chart
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DVZRX vs. WCMJX commentary
Jan 19, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.57B vs. WCMJX (69.1M). 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 : 10.64 vs. WCMJX (4.97). DVZRX return over 5 years is better than : 16.27 vs. WCMJX (14.58).
| 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 | 5.118 | 4.075 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 69.1M | 6,611% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 10.64 | 4.97 | 214% |
| Returns for 3 years | -7.86 | 11.76 | -67% |
| Returns for 5 years | 16.27 | 14.58 | 112% |
| Returns for 10 years | N/A | N/A | - |
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