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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$72.38
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets4.2B
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets63.2M
DVZRX vs WCMJX Comparison Chart in %
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DVZRX vs. WCMJX commentary
Jul 06, 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: 4.2B vs. WCMJX (63.2M). DVZRX pays higher dividends than WCMJX: DVZRX (1.34) vs WCMJX (0.00). DVZRX was incepted earlier than WCMJX: DVZRX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DVZRX (0.70). DVZRX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). 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 : 1.90 vs. WCMJX (-10.91). DVZRX return over 5 years is better than : 57.56 vs. WCMJX (38.59).
| DVZRX | WCMJX | DVZRX / WCMJX | |
| Total Expense Ratio | 0.70 | 1.15 | 61% |
| Annual Report Gross Expense Ratio | 0.70 | 1.70 | 41% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 3.474 | -1.528 | -227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 63.2M | 6,641% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 1.90 | -10.91 | -17% |
| Returns for 3 years | 8.77 | 15.77 | 56% |
| Returns for 5 years | 57.56 | 38.59 | 149% |
| Returns for 10 years | N/A | N/A | - |