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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$73.45
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets3.64B
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.13 (-1.15%)
VolumeN/A
Net Assets22.17M
DVZRX vs WCMJX Comparison Chart in %
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DVZRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.64B vs. WCMJX (22.2M). DVZRX pays higher dividends than WCMJX: DVZRX (1.28) 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 : -3.90 vs. WCMJX (-18.61). DVZRX return over 5 years is better than : 43.74 vs. WCMJX (24.23).
| 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 | 4.575 | -4.244 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 22.2M | 16,383% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -3.90 | -18.61 | 21% |
| Returns for 3 years | 13.39 | 20.00 | 67% |
| Returns for 5 years | 43.74 | 24.23 | 181% |
| Returns for 10 years | N/A | N/A | - |
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