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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$68.57
Change+$0.96 (+1.42%)
VolumeN/A
Net Assets3.99B
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
DVZRX vs WCMJX Comparison Chart
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DVZRX vs. WCMJX commentary
Jun 07, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.99B vs. WCMJX (60.5M). DVZRX pays higher dividends than WCMJX: DVZRX (1.39) 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 : -4.47 vs. WCMJX (-14.73). DVZRX return over 5 years is better than : 32.11 vs. WCMJX (21.81).
| 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 | -1.973 | -6.112 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 60.5M | 6,598% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -4.47 | -14.73 | 30% |
| Returns for 3 years | -9.85 | 4.05 | -244% |
| Returns for 5 years | 32.11 | 21.81 | 147% |
| Returns for 10 years | N/A | N/A | - |
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